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®

Chief Compliance Officer, Senior Wealth Advisor, Senior Partner

David P. Levy, CFP®

Senior Wealth Advisor, Senior Partner

Kyle Hill, CFP®

Partner, Senior Wealth Advisor

Renae Ransdell, CFP®

Partner, Senior Wealth Advisor

James K. Pollock, CFA

Partner, Senior Wealth Advisor

Robert N. Pollock, Jr.

Partner, Senior Wealth Advisor

Nicklaus M. Areddy, CFP®, CRPC®