A full team
focused on serving you
Over the years, we have built a reputation for providing straightforward, risk-managed financial guidance and delivering a concierge level of attentive personal service. Our advisory team is comprised of a diverse range of ages and industry experience, and each team member brings their own unique perspectives, knowledge and expertise.
Gary Kleinman has more than 30 years of experience and specializes in bond portfolios; Bill Boas has more than 25 years of experience in mutual funds; Damien Bertucelli has nearly 15 years of experience in stocks and ETFs; and Craig Federer, our newest team member, brings a fresh perspective to asset management. Cathy Goins and Jennifer Rodriguez support our high standards for exceptional client service.
Since we collaborate as a team, you can benefit from our cumulative experience and expertise. While you will have a primary advisor, the totality of our team’s insights and expertise will be thoughtfully applied to your financial matters.
“The best compliment is when a client refers me to a friend or colleague.”
Gary W. Kleinman, WMS®
Senior Vice President, Investments
“I’ve always had a passion for the market and for helping people.”
Damien F. Bertucelli, WMS®
“I find great fulfillment in helping people achieve financial independence.”
“I am committed to helping clients live the life they envision for themselves and their family.”
“I am committed to applying a client-first philosophy in everything I do.”
“Helping people live life to the fullest is what makes me happy.”
Registered Sales Associate