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Who We Are

/ Our Approach / Who We Are
Ted Rechtshaffen

Ted RechtshaffenPresident and CEO

Anton Tucker

Anton TuckerExecutive VP

Asher Tward

Asher TwardVP, Estate Planning

Cameron Winser

Cameron WinserSenior VP, Head of Equities

Paul Simon

Paul SimonVP, Head of Fixed Income

Brad Mol

Brad MolSenior VP, Wealth Advisor and Portfolio Manager

Matthew Ardrey

Matthew ArdreyVP, Wealth Advisor and Portfolio Manager

Kyle TaylorWealth Advisor and Portfolio Manager

Josh Tward

Josh TwardVP, Insurance Operations

Jay Bernbaum

Jay BernbaumSenior Insurance Advisor

Jennelyn Mariano

Jennelyn MarianoDirector, Client Operations

Jamuna Jeyakumar

Jamuna JeyakumarWealth Advisor Associate

Harleen Chouhan

Harleen ChouhanWealth Advisor Associate

Steffan Dwarkasingh

Steffan DwarkasinghInvestment Operations Manager

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