Experience
Makes all the difference
Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, the right advice and a dedication to developing long-term relationships.

Douglas P. Braff
Managing Director - Wealth Management
Financial Advisor
Corporate Stock Benefit Consultant
Visit my personal page
212-649-8075

Douglas L. Coughlin, CFP®
Senior Vice President - Wealth Management
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Corporate Stock Benefit Consultant
Retirement Plan Consultant
Visit my personal page
212-649-8108

Kelly L. Ganz, CFP® , CIMA®
Vice President - Wealth Management
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Certified Investment Management Analyst (CIMA®)
Corporate Stock Benefit Consultant
Visit my personal page
212-713-6113

Patrick R. DiSimone, CFP®
CERTIFIED FINANCIAL PLANNER™
Corporate Stock Benefit Consultant
Visit my personal page
212-713-3524