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President and Chief Executive Officer
Dan began his professional career in 1996 with CIGNA Financial Advisors, then known as one of the most successful financial planning organizations in...
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Chief Operating Officer
Tricia began her financial services career with National Retirement Partners in 2006. As part of the Mergers and Acquisitions team Tricia was...
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Vice President
Coming Soon
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Managing Director
Since 1991, Keith has been working with financial institutions such as Smith Barney, Raymond James, Wachovia, UBS and many others across the east...
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Divisional Vice President
Jeff’s journey into financial services was, if nothing else, a unique one.
Jeff, being born and raised in a suburb of Detroit Michigan, grew up...
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Chief Marketing Officer
Elizabeth has over ten years of marketing and advertising experience. She began her career working for Donor Advertising in Baltimore, MD and has...
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Divisional Vice President
Scott began his career in the financial services career over 25 years ago with E.F. Hutton as a young investment advisor. After completing two years...
