Our advisors

Our team

Sherry Hill

Sherry Hill

Business Development Director,

Senior Vice President
Diana Roseman

Diana Roseman

Operations Manager,

Client Concierge
Geoffrey Seaman, MBA, JD

Geoffrey Seaman, MBA, JD

Paraplanner,

Financial Planning Specialist

Personal Intro

Supporting financial planning services for High Net Work Clients. Comprehensive advisory services regarding estate and gift tax planning, income tax planning, charitable gifting and asset protection.

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