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

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
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

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