The Team

Personalized advice to help you achieve your goals

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

I take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and always in control of your financial life.

Our Advisors

Stephen Ross

Stephen Ross

Private Wealth Advisor

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Designations

MS

Top Areas of Focus

  • Financial Strategies for LGBTQ Couples and Families
  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies

Education

M.S. Biomedical Engineering, University of Michigan, B.S. Biomedical Engineering, Boston University
CA Insurance #0F29524 AR License #7693681

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Cory Goldman

Cory Goldman

Financial Advisor

More about me...

Top Areas of Focus

  • Investment Management
  • Tax Planning Strategies
  • Retirement Planning Strategies

Education

Northern Illinois University DeKalb, IL - B.S. in Finance, focus in Economics

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Our Staff

Frederique Pfeiffer-Buongiorno

Frederique Pfeiffer-Buongiorno

Client Service Coordinator

Client Relationship Specialist
Andrew Phillippi

Andrew Phillippi

Operations Director

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