EXPERIENCED TEAM

Certified Financial Planners

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

Experience Manager

Kelley L. Louth

President, Senior Wealth Advisor, Senior Partner

Andrew Rosen, CFP®, CEP®

Finance Manager

Samantha Ferraro

CEO

Michael Fisher, CFP

Administrative Assistant

Mackenzie Taylor

Chief Compliance Officer, Senior Wealth Advisor, Senior Partner

David P. Levy, CFP®

Chief Operating Officer

Anthony LaBarbera

Senior Wealth Advisor

Thomas Ervin, CFP®, CTS™

Senior Wealth Advisor

Max Berger, CFP®, MBA

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Kate Sutton, FPQP®™