Jeff is responsible for the structure and focus of the team. He offers investment strategies, estate and retirement planning and insurance to meet your individual needs. Jeff has worked in the financial industry since 1980, including several years as a branch manager for Merrill Lynch. Jeff is a Certified Investment Manager Analyst(CIMA®).

Registered States:
AZ, CA, DC, DE, FL, GA, IN, MA, MD, ME, MI, MO, NC, NH, NY, PA, SC, TN, TX, VA, WV

Cathy, a Chartered Retirement Planning Counselor (CRPC®), brings to the team a background in operations and a vast knowledge of the firm's products and services. She is responsible for portfolio construction, and relaying the team's investment recommendations and research. She assists with the development of investment recommendations based on the risk tolerance and objectives of our clients, and monitors all managed portfolios. Cathy has worked in the financial services industry since 1980.

Registered States:
AZ, CA, DE, FL, GA, MD, ME, MI, NC, NY, PA, SC, TX, VA, WV

Beverly is responsible for researching all insurance products, including long-term care, variable and fixed annuities, and life insurance, relaying and monitoring of the team's recommendations of these products. She also specializes in retirement and college planning. Beverly has a background in banking operations as well as wealth management for individuals. She has worked in the financial services industry since 1985.

Registered States:
CA, DE, FL, NC, VA