OUR TEAM

Partners

• Gary Madvin MS, CLU, ChFC

  Chairman of the Board and Managing Partner

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• Paul Devore MBA, CFP, CLU

  Chief Executive Officer and Managing Partner

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• Howard Fink CLU, ChFC, MRFC

  President and Managing Partner

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• Edward Charton

  Partner

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• Brent Guttman

  Managing Partner

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• Robert Pessell CFP

  Managing Partner

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• Leonard Roth MBA, CLU, ChFC

  Partner

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• John Shannahan CFP

  Managing Partner

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Consultants

• Chad Charton, MBA

  Consultant

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• Maurice Gelfo

  Registered Advisor

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• Alexander Sasha Kaminsky

  Consultant

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• Bruce Keefe

  Registered Advisor

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Associates

• Louie Berentschot CLU

  Registered Client Account and Service Administrator

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• Adria Briggs

  Registered Client Services Administrator for Howard Fink

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• Natale Haworth

  Manager, Insurance & Benefits

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• Vikki Holmes

  Registered New Business Administrator for Howard Fink

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• Renee Meeker

  Client Account Executive

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• Sam Noritake

  Registered Financial Planning & Investments Adminstrator

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• Lisa Ow

  Executive Assistant

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• Michael Pessell

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• Mimi Robinson

  Registered New Business and Service Assistant for Leonard Roth

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• Stacie Stearns

  Client Services and New Business Administrator for Brent Guttman and Robert Pessell

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• Ryan Stolper

  Client Account Executive

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• Judy Williams

  Insurance and Service Administrator for Edward Charton

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Operations

• Penny Jacobi

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• Anita Kurtz

  V. P. Administration / FINRA Registered Field Assistant

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• Joanna Oellien

  Accounting & Commissions Manager

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