Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Advisor photo for Joshua Shepherd

Joshua Shepherd

Financial Advisor

Managing Director
Learn more about Joshua Shepherd
Advisor photo for Barbara Case

Barbara Case

APMA, CRPC

Private Wealth Advisor

Vice President
Learn more about Barbara Case
Advisor photo for Keith Weinstein

Keith Weinstein

APMA

Financial Advisor

Vice President
Learn more about Keith Weinstein
Advisor photo for Jay Gordon

Jay Gordon

CRPC, APMA

Financial Advisor

Associate Vice President
Learn more about Jay Gordon
Advisor photo for Anne-Marie McCormick

Anne-Marie McCormick

CRPC, FPQP®

Registered Practice Associate

Learn more about Anne-Marie McCormick


Our team

Stefan Miranda

Stefan Miranda

Registered Client Service Associate,

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Paula Avakian

Paula Avakian

Registered Client Service Associate,

Practice Manager
Andrew Robertson

Andrew Robertson

Registered Client Service Associate

Isheeta Nirmal

Isheeta Nirmal

Client Service Associate,

Financial Planning Analyst