Tom's Team

Arvette M. Reid

Healthcare Planning Strategist

Glenn McGregor

Advisor
CFP®, AIF®

Robert Papa

Advisor
CFP®, RICP®, AIF®

Lisa Windsor

Advisor
CFP®

Gabriella Cajina Schafer

Associate Advisor
CFP®, AIF®

Levene LeBlanc-McLean

Associate Advisor
AIF®

Christine Sol

Investment Strategist

Jami Merrell

Client Relationship Manager

Ruderis Fuentes

Client Service Administrator

Jennifer Late

Digital Marketing Strategist


TOP