close

Team photo
Team photo

View Larger


Our advisors

Jennifer R Filocomo

CRPC, CRPS, APMA®

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Jennifer R Filocomo Visit Jennifer R Filocomo's website

David Brian Volkman

ChFC®, CASL®, APMA®

Financial Advisor

Chartered Financial Consultant®
Learn more about David Brian Volkman Visit David Brian Volkman's website

Raymond Eng

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Raymond Eng Visit Raymond Eng's website


Our team

Edith Cavalieri

Edith Cavalieri

Executive Assistant

Lauren McMaster

Lauren McMaster

Paraplanner,

Executive Assistant