Our reasons for becoming financial professionals are deeply personal. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our company and our clients.
Sr. Investment Executive
After working in the industry for over 30 years, with time spent at Lehman Brothers, Gruntal & Co., Stifel Nicholas, Oppenheimer & Co., and now National Securities, Bill has developed a keen understanding of the markets with particular...
Marcus is a young, ambitious executive who specializes in client facing interaction, portfolio management, as well as insurance and retirement planning. With an emphasis on looking at the bigger picture, he takes a broad view of...
Sr. Wealth Advisor, CFP®, MBA
Neil F. Harnen has spent nearly 30 years serving a broad range of clients in the financial services industry. His background ranges from working with mainstream bank clients to a high net worth boutique hedge fund. He now specializes...