Our advisors

Jill H Kasen

CFP®, BFA, Ph.D., CFS®, ChFC®, CLU®

Financial Advisor

Franchise Owner
Learn more about Jill H Kasen Visit Jill H Kasen's website

Jackie Weinstein

MBA, BFA, CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Jackie Weinstein Visit Jackie Weinstein's website


Our team

Lauren K. Collins

Lauren K. Collins

Client Relationship Manager

Qualifications

  • M.A. in English-Rhetoric and Composition
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