Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Advisors

Daniel Landrau

MBA, CFP®, CRPC, CLTC®

Complex Director

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Daniel Landrau's website

Ross Cammarata

CRPS

Associate Manager

Visit Ross Cammarata's website


Team

Yani Guanche

Yani Guanche

Client Service Associate

Qualifications

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