Our Team

• Miriam Bertke

• Robert A. Brown

• Bradley B. Etheridge

  Chief Marketing Officer

• Elsa Gonzales

  Administrative Assistant

• Cheryl Lindsay

• Kenneth A. Scopp, CFP®, RFC®, CLTC®

• Simon Singer, CFP®, CAP®, RFC®

• Kayla Weiner

  Administrative Assistant

• Todd S. Weiner

  Chief Operating Officer