A seasoned fiduciary and FRC℠ Number 1749, Jack provides expert guidance to secure your financial future.
Doug Rotondi
Financial Consultant
Doug brings personalized solutions and dedicated support to guide clients through every aspect of their journey.
Greg Costello
Financial Consultant
Greg combines in-depth knowledge and a client-first approach to deliver tailored strategies.
Robert ClarkE
Financial Consultant
Robert Clarke brings years of financial experience and a commitment to helping clients reach their goals. His strong analytical skills and tailored advice ensure a confident financial journey for clients.
Miriam Field
Financial Consultant
Miriam Field combines her passion for client service with a deep understanding of financial planning. Her approachable nature and client-first philosophy make her a trusted partner.
Judy Chun
Financial Consultant
Judy has a long track record of helping people succeed financially. As a Ramsey Master Preferred Coach, with an EMBA and a law degree, Judy is able to help anyone achieve a stress-free and comfortable retirement and financial future.