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Team

 

David A. Jaffa, CFP®

Financial Advisor, Registered Principal, Regional Director

If you ask David what gives him the most professional satisfaction, he’ll tell you it’s providing personalized financial planning and privately managed investing services that enable clients to look toward the future with...

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Kevin M. Elbinger, CFP®, AIF®

Financial Advisor, Registered Principal, Regional Director

In Kevin's opinion, everyone, no matter how successful or wealthy, experiences money-related stress. The whole point of financial planning is to eliminate that stress so you can enjoy life.

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Kenneth M. Weiss, CFP®

Financial Advisor, Registered Principal

Kenny knows that life should not revolve around constantly worrying about the future. It is not about the next paycheck, bill, or job. Life is about finding your why.

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Robert A. Finnigan, CFP®

Financial Advisor, Registered Principal

What If You Could Have the Freedom to do the Things you Really Enjoy with More Confidence in your Financial Future?

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