If you want to be able to count on your assets—today and tomorrow—it’s important to prepare for the unexpected. In our practice, we use our exclusive Confident Retirement® approach to recommend balanced and customized asset and risk management strategies. Whether health, life, disability income or long-term care insurance, we suggest solutions and coverage levels to best suit each client. Whatever life sends your way, you’ll feel better knowing you are protecting yourself and your loved ones.


Our advisors

Our team

Sherry Hill

Sherry Hill

Business Development Director,

Senior Vice President
Diana Roseman

Diana Roseman

Operations Manager,

Client Concierge
Lily Khanbegian

Lily Khanbegian

Intern,

Operations Specialist