Tamar Mogilski, CLU®, ChFC®, CFP®

CEO, Financial Planner

Brian Bedford, ChFC®, CASL®, AIF®

President, Financial Planner

Robert Fox, CFP®, ChFC®, CLU®

Financial Advisor, RJFS

Martha Trumbull

Office Manager

Samuel Zito

Investment Consultant

David Korody

Healthcare Specialist, LFP

Shayne Mogilski

Digital Marketing Associate

Melissa Blanco

Client Relations Associate