EXPERIENCED TEAM

Certified Financial Planners

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

Chief Operating Officer

Anthony LaBarbera

Director of Operations

Josh Cohen

Senior Operations Specialist

Jay T. Levy

Senior Operations Specialist

Ashleigh Weimer

Investment Operations Manager

Rakhee Price

Operations Specialist

Colleen McGeehan

Operations Specialist

Rachel Jacobson

Operations Specialist

Samantha Swilley

Operations Specialist

Sara Flint

Operations Specialist

Ally Watchilla