Our advisors

Steven Rabin

Steven Rabin

CFP®, CRPC®, APMA®, CDFA®, ChFC®

Private Wealth Advisor

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

Joseph Barkat

CRPC®, APMA®, CDFA®

Private Wealth Advisor

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

Our team

Jennifer M. de Werd

Jennifer M. 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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Louis H. Schuster, III, APMA<sup>®</sup>

Louis H. Schuster, III, APMA®

Registered Client Service Associate,

Financial Planning Associate

Personal Intro

Enjoys boating, kayaking, running and golf!

Qualifications

  • Indiana University - BS Business Management/Finance
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Cami McCabe

Cami McCabe

Registered Client Service Associate,

Client Service Specialist