Michael Landsberg

Michael W. Landsberg, CIMA®, CFP®

Principal, Financial Advisor

Michael acts as our firm’s Chief Investment Officer and leads our investment committee.
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Lew Bennett 134

Lew Bennett, CFP®

Principal, Financial Advisor

Lew leads our firm’s retirement planning activities, including development and implementation of plans for our clients.
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Anthony Dubbaneh

Anthony C. Dubbaneh, CRPC®, CFP®

Principal, Financial Advisor

Anthony leads client service for the firm, with a focus on designing wealth strategies for working and retired clients.
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Faiza Kedir

Faiza Kedir

Director, Business Development

Faiza applies her extensive banking background in working with affluent clients.
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Deb Cooper

Debra Cooper

Director, Operations

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 Mendoza

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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Adrienne Moore

Adrienne E. Moore, CRPC®, CFP®

Licensed Planning Associate

A Licensed Planning Associate, Adrienne creates and updates our clients’ investment plans.
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Nicole maugeri

Nicole Maugeri

Branch Administrative Assistant

Nicole manages our front desk and is often our clients’ first point of contact with the firm.
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Lindsay Decker

Lindsay Decker

Administrative Assistant

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

Tommy Williamson, CFA

Portfolio Analyst

Tommy is our firm’s portfolio analyst focusing on economic research, risk analytics and individual security analysis.
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