Our Leaders
David Kranz CFP® CDFA®
Senior Financial Advisor
David Kranz CFP® | CDFA®
Senior Financial Advisor
Kim Raimondo
Legal & Compliance

Robert Raimondo
Insurance Expert

Chris Gilbert
Specality Insurance Expert

David Nelson
Chief Strategist
Outside Strategic Partners

Jenna Kniep
Operations – External
McKinsey

Jonathan Starr
President
Starr Mortgage Company,
Inc

Danna Jacobs CFP ®
ADPA ® – External
Partner at Legacy Care

Nathan Seifert
Partner
Hartmann Doherty Rosa Berman
& Bulbulia, LLC
Hartmann Doherty Rosa Berman
& Bulbulia, LLC

Robert Colon CFP ®
ADPA ® – External
Partner at Legacy Care

Jason Bayuk CFP®
Specialist
Senior Insurance Specialist
Barnum Group

Jonathan Starr
President
Starr Mortgage Company,
Inc

Jason Bayuk CFP®
Specialist
Senior Insurance Specialist
Barnum Group

Adam Herfield, AAI
President
Fields Group Insurance Services

Nathan Seifert
Partner
Hartmann Doherty Rosa Berman
& Bulbulia, LLC
Industry Leaders

Michael Berger
Founder: Technical420.com
Managing Partner:
StoneBridge Partners