Our advisors

Our team

Lisa P. Schnoke

Lisa P. Schnoke

Office Manager

Qualifications

  • Series 7 Registered
  • Series 66 Registered
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Linda Bennett

Linda Bennett

Investment Manager

Qualifications

  • Series 7 Registered
  • Series 66 Registered
  • CRPC®
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Sherry L. Leppma

Sherry L. Leppma

Practice Manager

Kandie Silberstein

Kandie Silberstein

Client Concierge

Susan Pacelli

Susan Pacelli

Client Concierge

Robert Holtzman

Robert Holtzman

Financial Planning Specialist

Qualifications

  • Series 7 Registered
  • Series 63 Registered
  • CFP®, ChFC®, CLU®, RICP®
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Lois Alston

Lois Alston

Financial Planning Analyst

Qualifications

  • Series 7 Registered
  • Series 6 Registered
  • Series 63 Registered
  • AAMS®
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