Our team

Our team is dedicated to the highest standards of professional excellence utilizing a disciplined investment strategy and incorporating realistic return expectations.  With a focus on providing first class, customized advice and exceptional service, we actively manage individual accounts, retirement accounts, trusts as well as charitable institutions.

We pride ourselves on providing the service, solutions, and strategies needed to help preserve capital, maintain growth and prepare for the ultimate transfer of wealth.  We bring a financial consulting discipline to the investment process and view our client relationships as life-long partnerships.  We look forward to the opportunity to assist you with your wealth management needs.

Deborah Sullivan

Deborah Sullivan, CFP®

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

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David Schwartz

David Schwartz, CFP®

Vice President - Financial Advisor, Portfolio Manager - Portfolio Focus

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Alon Goldblum

Alon Goldblum, APP

Registered Client Associate

Jessica Nix

Jessica Nix

Client Associate


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