Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Todd Bauman

Financial Advisor

Managing Director
Learn more about Todd Bauman Visit Todd Bauman's website

David Helfand

Financial Advisor

Managing Director
Learn more about David Helfand Visit David Helfand's website


Our team

Damary Marrero

Damary Marrero

Registered Operations Leader