Our advisors

Rebecca B Hall

CFP®, ChFC®, CASL®, APMA

Private Wealth Advisor

Chief Executive Officer of RBH Global Wealth Partners
Learn more about Rebecca B Hall Visit Rebecca B Hall's website

James Giunchi

Financial Advisor

Investment Manager
Learn more about James Giunchi Visit James Giunchi's website

John Miller

CFP®, APMA

Financial Advisor

Learn more about John Miller Visit John Miller's website

Michael S Beriss

JD, CFP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Michael S Beriss Visit Michael S Beriss's website


Our team

Libby Crangle

Libby Crangle

Client Service Coordinator,

Office Manager
Cindy Morgan

Cindy Morgan

Financial Planning Assistant

Ann Durham

Ann Durham

Paraplanner

Allison Levin

Allison Levin

Financial Planning Assistant

Danny Robles

Danny Robles

Paraplanner