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

Daniel Hanvey

Financial Advisor

Managing Director of Longview Financial Group
Learn more about Daniel Hanvey Visit Daniel Hanvey's website

Tom Moss

Financial Advisor

Managing Director of Longview Financial Group
Learn more about Tom Moss Visit Tom Moss's website


Our team

Heather M Lee

Heather M Lee

Practice Manager

Qualifications

  • Series 7, Series 66, Life and Health Insurance License

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Catherine Zvorsky

Catherine Zvorsky

Marketing Specialist