With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.


Advisors

Jeff Daniel Radivan

CFP®, ChFC®, CLU®, RICP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Jeff Daniel Radivan's website

Garrett Nosal

Financial Advisor

Visit Garrett Nosal's website


Team

Karen Marino-Haemker

Office Manager

Christie Voltattorni

Assistant