Our advisors

Peter J Frederich

Peter J Frederich

Financial Advisor

Learn more about Peter J Frederich
John Frederich

John Frederich

Private Wealth Advisor

Learn more about John Frederich
Shawn Hight

Shawn Hight

Financial Advisor

Learn more about Shawn Hight

Our team

Cynthia Gottlieb

Cynthia Gottlieb

Executive Assistant

Qualifications

  • Cynthia has over 20 years of experience as a Corporate Executive Assistant.
  • Cynthia is a licensed Notary Public.

Roles & Responsibilities

  • Cynthia is responisible for all things John. This includes: John's scheduling and activities to make sure that he is in the right place at the right time.
  • She also Coordinates with the team to ensure John has what he needs, when he needs it.
  • In her spare time, Cynthia enjoys all forms of exercise, but her favorite is Bikram Yoga because it is the most challenging. She also enjoys gardening, and exploring God's word.
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LeJuene Quirol

LeJuene Quirol

Client Service Coordinator

Charlotte Frederich

Charlotte Frederich

Financial Planning Assistant

Amber Papier

Amber Papier

Operations Director