Our Leaders

 

David Kranz CFP® CDFA®

Senior Financial Advisor

David Kranz CFP® | CDFA®

Senior Financial Advisor

Belena Vincetti

Chief Compliance Officer

Greg Skidmore

Chief Investment Officer

Chris Gilbert

Specality Insurance Expert

David Nelson

Chief Strategist

Edward Robertson

Chief Technology Officer

Gers Abdyli

Director of Operations

Outside Strategic Partners

Learn More >> Partnership Policy

Jenna Kniep

Operations – External
McKinsey

Jonathan Starr

President
Starr Mortgage Company,
Inc

Steven Saraisky

Member
Cole Schotz P.C

Danna Jacobs CFP ®

ADPA ® – External
Partner at Legacy Care

Nathan Seifert

Partner
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

Steven Saraisky

Member

Cole Schotz P.C

Adam Herfield, AAI

President
Fields Group Insurance Services

Nathan Seifert

Partner
Hartmann Doherty Rosa Berman
& Bulbulia, LLC

Michael Arlein

Partner
Patterson Belknap

 

Michael Arlein

Partner
Patterson Belknap

 

Steven Saraisky

Member

Cole Schotz P.C

Industry Leaders

Learn More >> Industry Leaders

Michael Berger

Founder: Technical420.com
Managing Partner:

StoneBridge Partners