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