For a wealth of reasons

Terry J. Siman, JD, CFP ®

President

Karen B. McIntyre, CFP ®

Vice President
Managing Director - Financial Planning

Lisa Broome CFP ®

Director of Operations

Patricia Angelozzi

Assistant to Terry J Siman JD CFP
Client Service Associate
Erik Evans, VPA Client Service Associate

Erik Evans

Associate Wealth Advisor

 

Janie Glatt

Office Concierge

Sylvia Sepulveda

Administrative Assistant