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

Robert Colon CFP ®

ADPA ® – External
Partner at Legacy Care

Jason Bayuk CFP®

 

Senior Insurance Specialist
Barnum Premier Client Group

Jonathan Starr

President
Starr Mortgage Company,
Inc

Jason Bayuk CFP®

Senior Insurance Specialist

Barnum Premier Client Group

Adam Herfield, AAI

President
Fields Group Insurance Services

Nathan Seifert

Partner
Hartmann Doherty Rosa Berman & Bulbulia, LLC

Michael Berger

Founder: Technical420.com
Managing Partner:

StoneBridge Partners