Our advisors

Advisor photo for Christian Morgan

Christian Morgan

CFP®, CRPC

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Christian Morgan Visit Christian Morgan's website
Advisor photo for Ira Taber

Ira Taber

MBA

Financial Advisor

Learn more about Ira Taber Visit Ira Taber's website
Advisor photo for Michael L Feinstein

Michael L Feinstein

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Michael L Feinstein Visit Michael L Feinstein's website
Advisor photo for Noel I Forma

Noel I Forma

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Noel I Forma Visit Noel I Forma's website
Advisor photo for Patrick Colligan

Patrick Colligan

Financial Advisor

Managing Director of Sycamore Wealth Advisors
Learn more about Patrick Colligan Visit Patrick Colligan's website
Advisor photo for Stephen Black

Stephen Black

CFP®

Financial Advisor

Business Financial Advisor
Learn more about Stephen Black Visit Stephen Black's website


Our team

Lisa O'melia

Client Service Manager