Our advisors

Christian Shaughnessy

AWMA℠, CRPC

Client Relationship Manager

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Denise Magana

BFA

Client Support Associate

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Dylan Eastman

CRPC

Client Relationship Manager

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Greg Dible

Client Relationship Manager

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Ivo Malchov

CRPC

Client Support Associate

Experienced Client Support Associate
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Jacqueline Mlechick

CRPC, CMFA®

Manager AAC

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Kostadin Nikolov

Client Relationship Manager

Retirement Specialist
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K'Sea Isaac

Client Support Associate

Experienced Client Support Associate
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Laurence Di Cicco

CRPC

Client Support Associate

Experienced Client Support Associate
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Peter Pulido

CRPC

Client Support Associate

Experienced Client Support Associate
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Samuel G Abebe

CRPC

Client Support Associate

Experienced Client Support Associate
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Shelby Telford

Client Support Associate

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