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.


Advisors

David Farkouh

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit David Farkouh's website

Robert Adams

CFP®, CRPC

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Robert Adams's website

Richard Bologna

CFP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Richard Bologna's website


Team

Shiva Alici

Shiva Alici

Client Service Associate

Personal Intro

Personal Intro

Roles & Responsibilities

  • Initiate and process money movement requests
  • Meeting reminders and scheduling
  • Management of overdue payments for insurance policies
View more
Ritu Khanna

Ritu Khanna

Client Service Associate