OUR TEAM

 

  • Paul Devore MBA, CFP, CLU

    Chief Executive Officer and Managing Partner

  • Brent Guttman

    Branch Principal and Managing Partner

  • Gary Madvin MS, CLU, ChFC

    Chairman of the Board and Managing Partner

  • Robert Pessell CFP

    Managing Partner

  • Chad Charton, MBA

    Consultant

  • Maurice Gelfo

    Registered Advisor

  • Alexander Sasha Kaminsky

    Consultant

  • Bruce Keefe

    Registered Advisor

  • John Shannahan CFP

    Consultant

  • Louie Berentschot CLU

    Registered Client Account and Service Administrator

  • Natale Haworth

    Manager

  • Renee Meeker

    Client Account Executive

  • Sam Noritake

    Registered Financial Planning & Investments Adminstrator

  • Lisa Ow

    Executive Assistant

  • Michael Pessell

  • Mimi Robinson

    Registered New Business and Service Assistant for Leonard Roth

  • Stacie Stearns

    Executive Assistant

  • Penny Jacobi

  • Anita Kurtz

    V. P. Administration / FINRA Registered Field Assistant

  • Joanna Oellien

    Accounting & Commissions Manager