Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Barbara Vargas

CRPC, APMA

Private Wealth Advisor

Managing Director
Learn more about Barbara Vargas Visit Barbara Vargas's website

Lewis Cohen

Financial Advisor

Vice President
Learn more about Lewis Cohen Visit Lewis Cohen's website


Our team

Nancy Tush

Nancy Tush

Registered Client Service Associate

ToniAnn Zaprir

ToniAnn Zaprir

Client Service Associate

Cathy Kantor

Cathy Kantor

Operations Leader