Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.


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Advisors

Ben Bernstein

Financial Advisor

Managing Director
Visit Ben Bernstein's website

John Magadini

Financial Advisor

Associate Vice President
Visit John Magadini's website

Gordon Mak

APMA, CRPC

Financial Advisor

Vice President
Visit Gordon Mak's website

Greg C Musick

CFP®, CMFC, CMFA®

Financial Advisor

Certified Military Financial Advisor®
Visit Greg C Musick's website

Emil Peinert

CFP®, CRPC, RICP®, APMA, CLU®

Associate Manager

Managing Director
Visit Emil Peinert's website

Mark Porter

CRPC, APMA

Private Wealth Advisor

Managing Director
Visit Mark Porter's website

Jocelyn Reitzel Sullivan

APMA

Financial Advisor

Vice President
Visit Jocelyn Reitzel Sullivan's website

John Ritchie

MBA, CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit John Ritchie's website

Jeanette Ellen Strother

CFP®, CRPC, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Jeanette Ellen Strother's website

David Tan

Financial Advisor

Vice President
Visit David Tan's website

Karl Von Brockdorff

CFP®

Private Wealth Advisor

Managing Director
Visit Karl Von Brockdorff's website

Jeffrey Windle

Financial Advisor

Vice President
Visit Jeffrey Windle's website


Team

Karen Xie

Karen Xie

Director – Complex Operations