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

Matt Hixon
Client Services Associate
 

Insurance



David F. Beck
Insurance / Partner

Recently Retired


Sheldon L. Weiner, LUTCF
Financial Adviser / Partner