Michael J. Dolberg, CLU® , ChFC®, CASL®
FOUNDING PARTNER/WEALTH MANAGEMENT ADVISOR
Robert H. Gorman, CFP®, CLU®, ChFC®, AEP®, CASL®, MSFS
FOUNDING PARTNER/WEALTH MANAGEMENT ADVISOR
Michael E. Lewis II, CFP®, CLU®, ChFC®
WEALTH MANAGEMENT ADVISOR
Andrew C. Jaffee, CFP®, RICP®, CLU®
WEALTH MANAGEMENT ADVISOR
Michael P. Green MBA, CFP®, CLU®, ChFC®, CLTC®
WEALTH MANAGEMENT ADVISOR
Tony Case, CFP,® CLU®, ChFC®
WEALTH MANAGEMENT ADVISOR
Brenton Saba
DIRECTOR OF BUSINESS SERVICES
CRYSTAL ROSE
EXECUTIVE ASSISTANT TO ANDREW JAFFEE & MICHAEL LEWIS
SUZANNE MOORE
EXECUTIVE ASSISTANT TO ROBERT GORMAN