Our Team

Team Members In

Advisors

Austin Fields

CPA, Series 65

Vice President, Wealth Advisor

Connor Fife

Associate Director, Wealth Advisor

Phillip Friedman

Director, Wealth Advisor

Nancy Frost

Series 7, 63, 65 and SIE.

Insurance Licensed

Senior Director, Wealth Advisor

Martin Gaganelov

Series 66, Series 7

Associate Director, Associate Wealth Advisor

Sara Gans

CFP®, ChFC®

Senior Director, Wealth Advisor

Callie Geist

CFP®, J.D., MBA

Vice President, Wealth Advisor

Zach Gerber

CFP®

Associate Director, Wealth Advisor

Carlos Gonzalez

Vice President, Wealth Advisor

Kelley Grace

CPA

Senior Vice President, Wealth Advisor