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

Joshua Shepherd

AAMS

Financial Advisor

Managing Director
Learn more about Joshua Shepherd

Keith Weinstein

APMA

Financial Advisor

Vice President
Learn more about Keith Weinstein

Jay Gordon

APMA

Financial Advisor

Associate Vice President
Learn more about Jay Gordon

Anne-Marie McCormick

CRPC, FPQP®

Registered Practice Associate

Learn more about Anne-Marie McCormick


Our team

Paula Avakian

Paula Avakian

Registered Client Service Associate,

Practice Manager
Stefan Miranda

Stefan Miranda

Registered Client Service Associate,

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Andrew Robertson

Andrew Robertson

Registered Client Service Associate

Isheeta Nirmal

Isheeta Nirmal

Client Service Associate,

Financial Planning Analyst
Arundhatti Chopra

Arundhatti Chopra

Client Service Associate