Associates

 
  • Tiffany Taylor

    Tiffany Taylor

    Managing Director, FINRA Arbitrator

  • Billal Adam, CFP®

    Billal Adam, CFP®

    Managing Partner,
    CERTIFIED FINANCIAL PLANNER™

  • Matt Novak, CFP®

    Matt Novak, CFP®

    Managing Partner,
    CERTIFIED FINANCIAL PLANNER™

  • Stan Leconte, CRPC®

    Stan Leconte, CRPC®

    Senior Managing Partner,
    Chartered Retirement Planning Counselor

  • Nancy Taylor

    Nancy Taylor

    Client Service Associate