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Marc Jacoby, CFP

Partner/CEO

Alex Caballero

PARTNER/MANAGING DIRECTOR

Katya Iatchmeneva

Director of Account Management

Rich Ferdinand, CPA

Chief Financial Officer

Jessica Guzman

Senior Account Manager

Ahmad Mizban

Account Manager

Manisha Kunde

Account Manager

Raul Sanchez

Account ManageR

Ari Kutner

Account Manager Asst.

Marlon Branscomb

Insurance Specialist

Stacey Porter

Director of client relations

Terrie Carloss

Receptionist/Office manager