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

Barbara Vargas

CRPC, APMA

Private Wealth Advisor

Managing Director
Learn more about Barbara Vargas Visit Barbara Vargas's website

Lewis Cohen

Financial Advisor

Vice President
Learn more about Lewis Cohen Visit Lewis Cohen's website

Nancy JoeAnn Tush

AWMA℠, AAMS, APMA

Registered Practice Associate

Learn more about Nancy JoeAnn Tush Visit Nancy JoeAnn Tush's website


Our team

ToniAnn Zaprir

ToniAnn Zaprir

Client Service Associate

Cathy Kantor

Cathy Kantor

Operations Leader