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

Outside Strategic Partners

Jenna Kniep

Operations – External
McKinsey

Adam Herfield, AAI

President
Fields Group Insurance Services

Danna Jacobs CFP ®

ADPA ® – External
Partner at Legacy Care

Jonathan Starr

President
Starr Mortgage Company,
Inc

Robert Colon CFP ®

ADPA ® – External
Partner at Legacy Care

Susan Chesney

CFP – External
Principle at Delegated Planning

Michael Berger

Founder: Technical420.com
Managing Partner: StoneBridge Partners