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 and 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®™