Our advisors

Christian Morgan

CFP®, ChFC®, RICP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Christian Morgan Visit Christian Morgan's website

Ira Taber

MBA

Financial Advisor

Learn more about Ira Taber Visit Ira Taber's website

Michael L Feinstein

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Michael L Feinstein Visit Michael L Feinstein's website

Noel I Forma

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Noel I Forma Visit Noel I Forma's website

Stephen Black

CFP®

Financial Advisor

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


Our team

Kim Testani

Kim Testani

Administrative Assistant