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.

close

Team photo
Team photo

View Larger


Advisors

Dan Kaufman

Financial Advisor

Vice President
Visit Dan Kaufman's website

Daniel Landrau

MBA, CFP®, CRPC, CLTC®

Complex Director

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Daniel Landrau's website


Team

Stephanie Elie

Stephanie Elie

Client Service Coordinator

Jorge Pacheco

Jorge Pacheco

Registered Client Service Associate