Experienced advisors. Independent thinking. People who actually answer the phone.
Our advisors bring deep expertise across retirement, investments, tax-aware planning, insurance, and business owner strategy — backed by the resources of an established firm and the freedom to put clients first.
Specialists who collaborate, not silos
Each advisor brings their own focus — but no client is limited to a single perspective. When the situation calls for it, our advisors tap into the deeper bench of specialties our firm offers, so you get the right expertise at the right time.
Browse the team →Signature Financial Professionals
Find the advisor whose specialty matches what you need — or send a note and we'll help you find the right fit.
Robert C Coleman
CLU®, ChFC®, AIF®
President & CEO
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Xavier J Pujol
CLU®, ChFC®
Investment Adviser Representative
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Kevin Cool
Private Wealth Advisor
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Ricardo Serra
CLU®, ChFC®
Investment Adviser Representative
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Donald W Smith
CLTC®
Registered Representative
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Michael K. Reich
FSS, LUTCF
Investment Adviser Representative
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Sebastian Banchs
AIF® BFA™
Wealth Manager
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Thomas W. Linsky
Registered Representative
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Michael F. Quick
Investment Adviser Representative
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Misty McFarlane
Investment Adviser Representative
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Jonathan T. Boslooper
CLU®, ChFC® CPFA®, NQPA™
Financial Advisor
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Raul Lopez-Morales
CFP®, CPFA, EA
Investment Adviser Representative
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Ashley O'Kurley
CFP®
Financial Planner
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Lenny DeStefano
CFP®
Registered Representative
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Michael S. Keith
Investment Adviser Representative
Send emailOne firm, many specialties — all working in your interest
Independent advice means our advisors are accountable to you, not to a quota or a parent company's product shelf. Here's what that looks like in practice.
Match the advisor to the question
Retirement, tax planning, business succession, insurance, investments — different questions call for different specialties. We help you start with the right person.
Pull in the right team
When a situation gets complex, your advisor pulls in the right colleagues — so you're never limited by what one advisor happens to know.
Make the call together
Recommendations are explained, options are weighed, and the final decision is always yours. No pressure, no scripts, no surprises.
Let us help you find the right advisor
A short, no-pressure conversation is the simplest way to figure out who on the team is the best match for your situation.