Michael acts as our firm’s Chief Investment Officer and leads our investment committee.
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Lew leads our firm’s retirement planning activities, including development and implementation of plans for our clients.
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Anthony leads client service for the firm, with a focus on designing wealth strategies for working and retired clients.
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Faiza applies her extensive banking background in working with affluent clients.
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Debra has worked in financial services for over 20 years, beginning her career with Discover Card, where she was a senior manager and most recently with Merrill Lynch, having worked as a financial advisor.
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Flor focuses on relationship management and client service. She has worked with our team since 2006 and previously worked at Merrill Lynch as a financial advisor.
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A Licensed Planning Associate, Adrienne creates and updates our clients’ investment plans.
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Nicole manages our front desk and is often our clients’ first point of contact with the firm.
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Lindsay also focuses on relationship management and client service. She began her career at Bloomberg Financial in 2001 and has worked with individual investors since 2009.
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Tommy is our firm’s portfolio analyst focusing on economic research, risk analytics and individual security analysis.
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