Our advisors

Jill H Kasen

CFP®, Ph.D., CFS®, ChFC®, CLU®

Financial Advisor

Franchise Owner
Learn more about Jill H Kasen Visit Jill H Kasen's website

Jackie Weinstein

MBA, BFA, CRPC, CDFA®

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Jackie Weinstein Visit Jackie Weinstein's website

Noah Klein

JD, CRPC

Financial Advisor

Learn more about Noah Klein Visit Noah Klein's website


Our team

Lauren K. Collins

Lauren K. Collins

Client Relationship Manager

Qualifications

  • M.A. in English-Rhetoric and Composition
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