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Our Team

Advisors and Financial Professionals

Kobe Bolanos, CFP®

Financial Planning Associate

Financial Planning Associate

Eric Brotman, CFP®, AEP®, CPWA®

Chairman & Chief Growth Officer

Chairman & Chief Growth Officer

Advisor

Claudia Glover, CFP®, CIMA®, MSFP

Chief Investment Officer

Chief Investment Officer

Advisor

Advisor

Joseph Mills, CFP®

Financial Planning Associate

Financial Planning Associate

Lena M. Nebel, CFP®, MSFS

Chief Executive Officer

Chief Executive Officer

Yanni M. Niebuhr, CFP®

Chief Financial Officer

Chief Financial Officer

Advisor

Advisor

Operations Team

Coral Bruce

Director of Operations

Director of Operations

Tina Crow

Client Relations Associate

Client Relations Associate

Hannah Dennis

Client Relations Associate

Client Relations Associate

Shakirrah Clarke Gunther

Client Service Associate

Client service Associate

Daniel Halla, CLU®, CLTC®

Financial Planning Assistant & Insurance Specialist

Financial Planning Assistant & Insurance Specialist

Rebecca Hartnett, WMS℠

Senior Client Service Associate

Senior Client Service Associate

Jillian Howell

Client Service Associate

Client Service Associate

Akram Ibrahim, APMA®, MSFS

Performance Reporting Analyst & Lead Trader

Performance Reporting Analyst & Lead Trader

Beth Nori, CFP®

Senior Financial Planning Assistant

Senior Financial Planning Assistant

Kirby Ososki

Senior Client Service Associate

Senior Client Service Associate

Jennifer Palumbo

Client Relations Associate

Client Relations Associate

Amanda Pancake

Client Relations Associate & Director of Community Impact

Client Relations Associate & Director of Community Impact

Designations

We value professional education and are proud of the designations and certifications earned by our team. Click on a badge below to learn more about it.