Over the last 20 years we’ve helped create, build, enhance, and sell businesses. We've helped high-net worth families crystalize their planning goals and tailor a plan to help put them in the best possible position to meet them.

Isaac Web

Isaac Cohen

Founder and CEO

Clara Web

Clara Cohen

Chief Operating Officer

Barb Web

Barbara Wright

Relationship Manager

Xhulia Web

Xhulia Grishaj

Brand Coordinator

Hus, Jeremy (4)

Jeremy Hus

VP, Financial Planning

DeMeis, Natalie (1)

Natalie DeMeis

VP, Benefits

Foreman, John (1)

John Foreman

VP, Investments

Vamvakas Niko (4)

Niko Vamvakas

VP, Retirement Solutions

Greg Wachter NEW

Greg Wachter

VP, Risk Management

Wright, Beverly (1)

Beverly Wright

VP, Worksite Products

Parmalee, Brian

Brian Parmelee

VP, Risk Management

Cassidy, Kate 1 (2)

Kate Cassidy, JD

VP, Advanced Markets