Mark specializes in Financial Planning and Investment Management since 1958. Mark hold the Series 7,24,63 and 65.

Kim is responsible for overseeing administrative issues for the firm’s clients. She is passionate about good customer service and communication with clients. Her belief is no issue is a small issue if it is of concern to the client.

Paula is responsible for working closely with the Network members to provide education, networking, and personalized service.

Ingrid’s customer service experience allows her to provide quality service in a timely and professional manner. She is the liaison for operations, staff and provides back office support.

Alan is responsible for day-to-day OSJ supervision of new account approvals, trade review, office inspections, and advertising & correspondence review.

Amy is the first point of contact for the Operations Department. She provides administrative support for various aspects of the day to day operation.