EXPERIENCED TEAM

Certified Financial Planners

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

Andrew Rosen

President, Senior Wealth Advisor, Senior Partner

Andrew Rosen, CFP®, CEP®

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Thomas Ervin

Senior Wealth Advisor

Thomas Ervin, CFP®, CTS™

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Max Berger

Senior Wealth Advisor

Max Berger, CFP®, MBA

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Kate Sutton

Paraplanner

Kate Sutton, FPQP®™

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