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Our People

Lorena Ferrufino, FPQP™
Lorena Ferrufino, FPQP™

Client Service Associate

Natallia Fields
Natallia Fields

Client Service Associate

Samuel Fishelberg, CFP®
Samuel Fishelberg, CFP®

Senior Vice President

Kevin Flaaen
Kevin Flaaen

Vice President

Keely Ford
Keely Ford

Advisor Associate

Dylan Fox
Dylan Fox

Client Service Associate

Amanda Fox, MBA, CFP®
Amanda Fox, MBA, CFP®

Senior Vice President

Rachel Frame
Rachel Frame

Senior Advisor Associate

Cheyenne Francis
Cheyenne Francis

Senior Associate, Resource Specialist

Joshua Frank, CFP®
Joshua Frank, CFP®

Assistant Vice President

Jay Frank, CFP®, CLU, ChFC®
Jay Frank, CFP®, CLU, ChFC®

Managing Director

Andrew Frattaroli, CFP®
Andrew Frattaroli, CFP®

Vice President

Barbara Fried
Barbara Fried

Client Service Associate

Pyper Friedman
Pyper Friedman

Advisor Associate

Spencer Friedman, CRPC®, CFP®
Spencer Friedman, CRPC®, CFP®

Advisor Associate

Greg Friedman, MS
Greg Friedman, MS

Senior Strategic Advisor