Our Team

Todd has been securities licensed since 1994 and has grown to focus his practice on the 401(k) / retirement plan marketplace.Along with experience, Todd brings an understanding of and appreciation for the fiduciary obligations facing...

Alex began his career in financial services in 2012 with high aspirations and quickly attained his securities and insurance licenses. Alex has gained valuable experience working both with a large life insurance company as well as a...

Chris has been a securities licensed representative since 1998. He holds the Series 7 and 63 licenses through LPL Financial as well as a life and health insurance license. Chris started his career in finance at Paine Webber before he...