The Team


Do you ever wonder how you will generate income in retirement? Our practice is dedicated to helping clients formulate a strategy for retirement income that considers all their assets, savings, investments, Social Security and other potential income sources to help them be well prepared. Using our exclusive Confident Retirement® approach, our goal is to help clients build and protect their income during their working years and develop a distribution plan for retirement. Together we build confidence — for today and for tomorrow — so they can live the retirement they’ve earned and deserve.

Our Advisors

Jonathan Citrin

Jonathan Citrin

Financial Advisor

More about me...

Top Areas of Focus

  • Investment Management
  • Investments
  • Insurance


New York University, MA, History, 1998-99, Tulane University, BA, History, 1994-98


Our Staff

Karen Gustafson

Registered Client Service Associate