Our advisors

Rebecca B Hall

CFP®, ChFC®, CASL®, APMA

Private Wealth Advisor

Chief Executive Officer of RBH Global Wealth Partners
Learn more about Rebecca B Hall Visit Rebecca B Hall's website

James Giunchi

Financial Advisor

Investment Manager
Learn more about James Giunchi Visit James Giunchi's website

John Miller

CFP®

Financial Advisor

Learn more about John Miller Visit John Miller's website

Michael S Beriss

JD, CFP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Michael S Beriss Visit Michael S Beriss's website


Our team

Libby Crangle

Libby Crangle

Client Service Coordinator,

Office Manager
Neda Pirnia

Neda Pirnia

Financial Planning Analyst

Megan Brideau

Megan Brideau

Financial Planning Specialist

Ann Durham

Ann Durham

Paraplanner

Lucas Morreale

Lucas Morreale

Paraplanner

Allison Levin

Allison Levin

Financial Planning Assistant

Danny Robles

Danny Robles

Paraplanner