Our advisors

Steven Rabin

CFP®, BFA, CRPC, APMA, CDFA®

Private Wealth Advisor

Managing Director
Learn more about Steven Rabin Visit Steven Rabin's website

Chuck Smith

MBA, CFP®, BFA, CPA, APMA, CEPA®

Private Wealth Advisor

Managing Director
Learn more about Chuck Smith Visit Chuck Smith's website

Joseph Barkat

CRPC, APMA, CDFA®

Private Wealth Advisor

Managing Director
Learn more about Joseph Barkat Visit Joseph Barkat's website

Louis Schuster

APMA, CRPC

Associate Advisor

Learn more about Louis Schuster Visit Louis Schuster's website

Travis Carlisle

APMA, CRPC

Associate Advisor

Learn more about Travis Carlisle Visit Travis Carlisle's website


Our team

Jennifer de Werd

Jennifer de Werd

Registered Client Service Associate,

Client Service Specialist

Personal Intro

Enjoys water aerobics and camping with her husband and two children.

Qualifications

  • 20+ years in the Financial Field
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Cami McCabe

Cami McCabe

Registered Client Service Associate,

Client Service Specialist

Erik Woods

Registered Client Service Associate