EXPERIENCED TEAM

Certified Financial Planners

From our corporate team to your local office, we’re all here to serve you.

President, Senior Wealth Advisor, Senior Partner

Andrew Rosen, CFP®, CEP®

CEO

Michael Fisher, CFP

Vice President of Sales and Planning

Stephen Wildman, CFP®

Chief Compliance Officer, Senior Wealth Advisor, Senior Partner

David P. Levy, CFP®

Chief Investment Officer

Mike Horwath, CFA®

Chief Operating Officer

Anthony LaBarbera

Vice President of Marketing

Sarah Thomas

Senior Wealth Advisor

Thomas Ervin, CFP®, CTS™

Senior Wealth Advisor

Max Berger, CFP®, MBA

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Kate Sutton, FPQP®™