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

Mark Anthony Porter

APMA®

Private Wealth Advisor

Managing Director
Visit Mark Anthony Porter's website

Karl Von Brockdorff

CFP®, CRPC

Private Wealth Advisor

Managing Director
Visit Karl Von Brockdorff's website

Jocelyn Reitzel Sullivan

Financial Advisor

Vice President
Visit Jocelyn Reitzel Sullivan's website

Sam Su

CFP®

Financial Advisor

Managing Director
Visit Sam Su's website

Jeanette Ellen Strother

CFP®, CRPC, APMA®

Financial Advisor

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

Ben Bernstein

Financial Advisor

Managing Director
Visit Ben Bernstein's website

David Tan

Financial Advisor

Vice President
Visit David Tan's website

John Ritchie

MBA, CFP®, APMA®

Financial Advisor

Vice President
Visit John Ritchie's website

Greg C Musick

CFP®, CMFC, CMFA®

Financial Advisor

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

Jardee Worcester

MBA, CFP®, APMA®

Financial Advisor

Associate Vice President
Visit Jardee Worcester's website

John Magadini

APMA®

Financial Advisor

Associate Vice President
Visit John Magadini's website

Gordon Mak

Financial Advisor

Vice President
Visit Gordon Mak's website

Andrew Joseph Peritore

APMA®

Financial Advisor

Visit Andrew Joseph Peritore's website


Team

Karen Xie

Karen Xie

Operations Leader