Our advisors

Our team

Elena Saveleva

Elena Saveleva

Registered Client Service Associate

Qualifications

  • Series 7 Licensed - FINRA General Securities Representative
  • Series 66 Licensed - FINRA Investment Advisory Agent
  • Life, Accident and Health Insurance Licensed
  • Master of Business Administration
View more
Danielle Rojas

Danielle Rojas

Client Service Associate

Evan R. Bittel

Evan R. Bittel

Registered Client Service Associate

Qualifications

  • Series 7 Licensed - FINRA General Securities Representative
  • Series 66 Licensed - FINRA Investment Advisory Agent
  • Life, Accident and Health Insurance Licensed
  • CRPC - Chartered Retirement Planning Counselor
View more

Cathy Kantor

Operations Leader

Tori Kim Highstein

Client Service Coordinator