Our People
Natallia Fields
Client Service Associate
Samuel Fishelberg, CFP®
Senior Vice President
Kevin Flaaen
Vice President
Heather Flanagan, J.D., LL.M Taxation, TEP
Managing Director, Head of Family Office Services
Keely Ford
Advisor Associate
Dylan Fox
Client Service Associate
Amanda Fox, MBA, CFP®
Senior Vice President
Cheyenne Francis
Senior Associate, Resource Specialist
Joshua Frank, CFP®
Assistant Vice President
Jay Frank, CFP®, CLU, ChFC®
Managing Director
Andrew Frattaroli, CFP®
Assistant Vice President
Barbara Fried
Client Service Associate
Pyper Friedman
Advisor Associate
Spencer Friedman, CRPC®
Advisor Associate
Greg Friedman, MS
Senior Strategic Advisor
Juliana Gadaleta
Senior Associate, Wealth Planner