Our advisors

Cole Brundage

Client Relationship Manager

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Henry Vasquez

BFA, CRPC

Manager AAC

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Jasper Aperocho

CRPC

Client Support Associate

Lead Client Support Associate
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Jesse Goldberg

BFA, CRPC, APMA

Client Relationship Manager

Family Finances Specialist
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Joe Thomas

Client Support Associate

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Leib Milshteyn

Client Relationship Manager

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Negar Koushkakinejad

Client Support Associate

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Nico Andrei Manzano

Client Support Associate

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