Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Advisors

Jeff Daniel Radivan

CFP®, ChFC®, CLU®, RICP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Jeff Daniel Radivan's website

Garrett Nosal

Financial Advisor

Visit Garrett Nosal's website


Team

Karen Marino-Haemker

Administrative Assistant

Christie Voltattorni

Assistant