Get to know our team and the ways we can support you.
Pictured from left to right:
Kevin Lynch; Jordan Funt, Douglas Simon, M.D.; Leanne Evans, CFP®; Larry Gonnello; Jeff Fishman, MBA.
Working hand-in-hand with you as a trusted partner, we’ll design a custom strategy for your main objectives. From executives to business owners, we support a diverse range of clients in every aspect of wealth management.
