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.
Michael A. Bober, CFP®, CIMA®, CEPA®, AEC®
Ed Ventrice, CFP®, CIMA®, CEPA®
Michael MacDonald, CFP®
Noah David Rubin
Senior Vice President - Wealth Management
CERTIFIED FINANCIAL PLANNER™
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561-416-6909
Alexandre Martins Santos, CFP®, CEPA®
Senior Vice President - Wealth Management
Portfolio Manager
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561-416-6907