EXPERIENCED TEAM

Certified Financial Planners

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

President, Senior Wealth Advisor, Senior Partner

Andrew Rosen, CFP®, CEP®

Chief Compliance Officer, Senior Wealth Advisor, Senior Partner

David P. Levy, CFP®

Senior Wealth Advisor

Thomas Ervin, CFP®, CTS™

Senior Wealth Advisor

Max Berger, CFP®, MBA

Paraplanner

Kate Sutton, FPQP®™

Wealth Advisor

Jackson L. Allen, CFP®

Senior Paraplanner

Ashley Howard, FPQP®™

Senior Wealth Advisor, Senior Partner

Kyle Hill, CFP®

Paraplanner

Stephanie Levy, FPQP®™

Senior Administrative Assistant

Molly Veasey