EXPERIENCED TEAM

Certified Financial Planners

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

Executive Chairman

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 Operating Officer

Anthony LaBarbera

Vice President of Marketing

Sarah Thomas

Senior Wealth Advisor

Thomas Ervin, CFP®, CTS™

Senior Wealth Advisor

Max Berger, CFP®, MBA

Paraplanner

Kate Sutton, FPQP®™

Senior Paraplanner

Ashley Howard, FPQP®™