Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Get started

Areas of focus

  • Investment Management
  • Tax Planning Strategies
  • Retirement Income Strategies

Community participation

Marc Cohen is a young adult mentor- Marc's passion is working with young athletes and helping them make the transition from college to the business world.

Scott Mackall is a camp counselor at Camp Sunshine- spends much of his free time, and a few weeks every summer, giving children with cancer the opportunity to enjoy normal activities like swimming, horseback riding, arts and crafts, and making friends.