OUR TEAM
A keen understanding of the market is essential; however, we believe that private wealth management requires a sophisticated set of tools unique to the industry and objective strategies.
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OUR Leadership TEAM
OUR strategy TEAM
Our advisory Team
OUR operations TEAM
DONNA COHEN
EXECUTIVE ASSISTANT
KIMBERLY McDANIELS
CLIENT SERVICE ASSOCIATE
FRANK ORLANDO
CLIENT SERVICE ASSOCIATE
KIRA WILSON
CLIENT SERVICE ASSOCIATE
NANCY BOCKELMAN
CLIENT SERVICE ASSOCIATE
CHRISTIAN KONICKY
CLIENT SERVICE ASSOCIATE
WENDY KONICKY
CLIENT SERVICE ASSOCIATE
Become an Advisor
The backing of an established firm makes going independent easy. We’ll work with you to help you achieve whatever you wish to accomplish.
Our Locations
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MATAWAN, NJ
14 Cliffwood Avenue, Suite 250
Matawan, NJ 07747 -
MIAMI BEACH, FL
1111 Lincoln Rd, Suite 500,
Miami Beach, FL 33139 -
JOHNSTOWN, PA
400 Luray Avenue, Suite 100,
Johnstown, PA 15904 -
SANTA ROSA, CA
900 Mendocino Avenue,
Santa Rosa, CA 95401 -
WOODLAND HILLS, CA
6200 Canoga Avenue, Suite 202
Woodland Hills, CA 91367
Our Locations
MATAWAN, NJ
JOHNSTOWN, PA
MIAMI BEACH, FL
WOODLAND HILLS, CA
SANTA ROSA, CA
