Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security, and other potential income sources. Using the Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build more financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.

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Our advisors

Andrew Lerner

CFP®, APMA®, AWMA®, ChFC®

Private Wealth Advisor

Managing Director
Learn more about Andrew Lerner

Logan Shalmi

Financial Advisor

Managing Director
Learn more about Logan Shalmi

Mark Zuckerman

Financial Advisor

Managing Director
Learn more about Mark Zuckerman

Hector Garcia Aguilar

CFP®, AWMA®

Financial Advisor

Learn more about Hector Garcia Aguilar

Lance Ross

Financial Advisor

Managing Director
Learn more about Lance Ross

Jack Pescatore

Financial Advisor

Associate Vice President
Learn more about Jack Pescatore

Joseph Cianciotto

AWMA®

Registered Practice Associate

Learn more about Joseph Cianciotto

Dylan Zack Chappell

Registered Practice Associate

Learn more about Dylan Zack Chappell

Stephen Jaffe

Financial Advisor

Learn more about Stephen Jaffe

Charles Shalmi

Financial Advisor

Learn more about Charles Shalmi


Our team

Candia DiTonno

Candia DiTonno

Registered Operations Leader

Kevin Kuhar

Kevin Kuhar

Associate Advisor

Emiliana Herrera

Emiliana Herrera

Client Service Associate

Isabel Voyer

Isabel Voyer

Client Service Associate

Patti Chalich

Patti Chalich

Client Service Associate