Broker Check
 

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
Client Service Manager
Douglas Dañosos
Senior Financial Associate
Justin Ivey
Financial Advisor
Logan Reed
Associate Planner

 

Insurance


David F. Beck
Insurance / Partner

Recently Retired


Sheldon L. Weiner, LUTCF
Financial Adviser / Partner