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.


close

Team photo
Team photo

View Larger


Advisors

Advisor photo for Jonathan B Mirer

Jonathan B Mirer

Financial Advisor

Associate Vice President
Visit Jonathan B Mirer's website


Team

Erdelyn Valera

Erdelyn Valera

Client Service Specialist,

Practice Manager

Roles & Responsibilities

  • Erdelyn assist with administrative task, paperwork, secure site navigation. She manages all client request and ensures client concerns are addressed.
View more