Our Team
Your guide through uncharted waters
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Amy Mikan Barrett
Associate, Client Service Manager
Victor Batista
Associate, Marketing & Operations Manager
Ciarra Bays
Associate, Operations Manager
Greg Blake
Partner, Chief Growth Officer
Pierre De La Croix-Vaubois
Associate, Relationship Manager
Ryan Ferrell
Vice President, Associate Advisor
Peter Halbrook, CFP®
Vice President, Wealth Advisor
Alisha Patel
Associate, Relationship Manager
Jonathan Rosner
Vice President, Wealth Advisor
Howard Rothman, CEPA®
Managing Director
Andrew Schiff, JD
Partner, Chief Executive Officer
Jake Schoenfeld, CPA
Senior Associate, Relationship Manager
Will Sterling
Partner, Chief Investment Officer
Deatra Vailes
Partner, Chief Operating Officer