Archives: Team Members

Samantha Harris
May 16, 2019
Samantha is a CERTIFIED FINANCIAL PLANNER™ professional and has both the Series 7 and Series 66 securities registrations. As an […]
Jeffrey Cardozo
May 16, 2019
Can you share a favorite kernel of wisdom for those just starting to invest and save? The earlier you start […]
Gaylene Begley
May 16, 2019
Gaylene is the Executive Coordinator for our firm and handles HR and payroll responsibilities. She has spent over 30 years […]
Jon Szostek
May 16, 2019
What is the most valuable thing you’ve learned from your clients? The common thread is that each engagement teaches me […]
David Sizemore
May 16, 2019
What is the most valuable thing you’ve learned from your clients? I’ve learned that it’s not always about their return […]
David A. Herman
May 16, 2019
What is the most valuable thing you’ve learned from your clients? The journey toward financial freedom is more important than […]
Joshua Goldsmith
May 16, 2019
Can you share a favorite kernel of wisdom for those just starting to invest and save? I wouldn’t say it’s […]
Shawn J. Walker
May 15, 2019
Describe your position As a Managing Partner, I am responsible for the oversight of the firm’s 401(k) management, wealth management, […]
Jay Sprinkel
May 15, 2019
What’s the most valuable thing you’ve learned from your clients? I’ve learned that if I talk to people from my […]
Gregory Ostrowski
May 15, 2019
What is the most valuable thing you’ve learned from your clients? Do what you love. We have the distinct privilege […]