In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

Ray Sicard

Ray Sicard

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Ray Sicard's website
Ryan Gallagher

Ryan Gallagher

Associate Manager

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Ryan Gallagher's website
Sebastian Gonzalez

Sebastian Gonzalez

Associate Manager

Vice President
Visit Sebastian Gonzalez's website
David Shnitzer

David Shnitzer

Complex Director

Visit David Shnitzer's website
Matt Clifford

Matt Clifford

Financial Advisor

Visit Matt Clifford's website

Team

Priya Bhardwaj

Financial Planning Analyst,

CERTIFIED FINANCIAL PLANNER™ professional

Qualifications

  • CFP(R)

Roles & Responsibilities

  • Financial Plan Analysis
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