Our advisors

Steven Rabin

Steven Rabin

Private Wealth Advisor

Learn more about Steven Rabin
Joseph Barkat

Joseph Barkat

Private Wealth Advisor

Learn more about Joseph Barkat

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

Louis H. Schuster III

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