Biographies

 
  • Tim Conti, ChFC, CLU

    Tim Conti, ChFC, CLU

    Financial Planner, Investment Advisor Representative, Registered Representative

  • Mark Rothman, CFP®, AIF®

    Mark Rothman, CFP®, AIF®

    CERTIFIED FINANCIAL PLANNER™

  • Jami Julius

    Jami Julius

    Operations Manager / Associate Financial Representative

  • Erica Ogden, CLTC

    Erica Ogden, CLTC

    Financial Advisor, Registered Representatvie