Financial Advisors
Brent Koch
PRINCIPAL
Anthony Agoni
FINANCIAL ADVISOR
Daniel Venegas
FINANCIAL CONSULTANT
Erica Sylvia
FINANCIAL ADVISOR
Ian Ellis
MANAGING DIRECTOR, FINANCIAL ADVISOR
James D. Burns
FINANCIAL ADVISOR
John F. Howells, CLU®, ChFC®, CFP®
FINANCIAL ADVISOR
Ken Henderson
FINANCIAL CONSULTANT
Marc DiDomenico
CERTIFIED FINANCIAL PLANNER™
Richard Colarossi
FINANCIAL ADVISOR
Robert J Duffy
FINANCIAL ADVISOR
Steven Stakley
FINANCIAL ADVISOR
David Souter MBA, CFA
Financial Advisor
Timothy Dunigan
FINANCIAL ADVISOR
Support Team
Esther Dunigan
SUPPORT TEAM
Beverly Evans
SUPPORT TEAM
Brenda Golestan-Parast
SUPPORT TEAM
Farah Helmy
SUPPORT TEAM
Marcie Jasso
SUPPORT TEAM
Susannah Kim
SUPPORT TEAM