Our Leaders
David Kranz CFP®
Senior Financial Advisor
David Kranz CFP®
Senior Financial Advisor
Gers Abdyli
Director of Operations
Jenna Kniep
Strategic Director
Kingston Hollman
Founder – External
Just Compliance
Just Compliance
Danna Jacobs CFP ®
ADPA ® – External
Partner at Legacy Care
Robert Colon CFP ®
ADPA ® – External
Partner at Legacy Care
Chris Gilbert
President – External
Green Rock Insurance
Green Rock Insurance
Adam Herfield, AAI
President – External
Fields Group Insurance Services
Jonathan Starr
ADPA ® – External
Starr Mortgage Company, Inc
Starr Mortgage Company, Inc
Nathan Seifert
Partner – External
Hartmann Doherty Rosa Berman
& Bulbulia, LLC
Jonathan Starr
President – External
Starr Mortgage Company,
Inc
Jason Bayuk CFP®
Specialist – External
Senior Insurance Specialist
Barnum Group
Nathan Seifert
Partner – External
Hartmann Doherty Rosa Berman
& Bulbulia, LLC
Michael Arlein
Partner – External
Patterson Belknap
Jason Bayuk CFP®
Specialist – External
Senior Insurance Specialist
Barnum Group
Michael Arlein
Partner – External
Patterson Belknap
