Meet Our Team

  • Michael P. Egan, CFP®
    Financial Planner / Partner
    Bryan D. Beatty, CFP®, AIF®
    Financial Planner / Partner
    Howard Pressman, CFP®
    Financial Planner / Partner
    Carmen M. Wu, CRPC®
    Financial Adviser
    Hope Leonard, CFP®
    Associate Planner
    Idelis Favole
    Office Manager
    Christina L White, CFP®
    Financial Planner
    Robin I Lee
    Associate Planner
    Douglas Dañosos
    Associate Planner
    Justin Ivey
    Associate Planner
    April M Guise
    Associate Planner

    Insurance


    David F. Beck
    Insurance / Partner

    Recently Retired


    Sheldon L. Weiner, LUTCF
    Financial Adviser / Partner