With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

Bradford J Rindler

CFP®

Financial Advisor

Managing Director
Learn more about Bradford J Rindler Visit Bradford J Rindler's website

Bryn Giammanco

Registered Practice Associate

Learn more about Bryn Giammanco Visit Bryn Giammanco's website

Peter Bazirgan

CRPC

Financial Advisor

Vice President
Learn more about Peter Bazirgan Visit Peter Bazirgan's website

Samantha B. Buck

APMA

Financial Advisor

Learn more about Samantha B. Buck Visit Samantha B. Buck's website

Sebastian Gonzalez

CFP®, APMA, CRPC

Branch Manager

Managing Director
Learn more about Sebastian Gonzalez Visit Sebastian Gonzalez's website

Vivek Mehra

CLTC®

Financial Advisor

Managing Director
Learn more about Vivek Mehra Visit Vivek Mehra's website


Our team

Bryn Schwab

Bryn Schwab

Registered Client Service Associate

Qualifications

  • SIE

  • Series 66

  • Series 7

    • Life Health Insurance Certificate- MA
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Shivam Mazumder

Shivam Mazumder

Client Service Associate