The Center Team

Financial Planning Department

Partner and CERTIFIED FINANCIAL PLANNER™

Partner and CERTIFIED FINANCIAL PLANNER™

Client Service Associate

Client Service Associate

Partner and CERTIFIED FINANCIAL PLANNER™

Partner and CERTIFIED FINANCIAL PLANNER™

CERTIFIED FINANCIAL PLANNER™

CERTIFIED FINANCIAL PLANNER™

CERTIFIED FINANCIAL PLANNER™

CERTIFIED FINANCIAL PLANNER™

CERTIFIED FINANCIAL PLANNER™

CERTIFIED FINANCIAL PLANNER™

CERTIFIED FINANCIAL PLANNER™

CERTIFIED FINANCIAL PLANNER™

Partner and CERTIFIED FINANCIAL PLANNER™

Partner and CERTIFIED FINANCIAL PLANNER™

Divorce Financial Planner

Divorce Financial Planner

CERTIFIED FINANCIAL PLANNER™

CERTIFIED FINANCIAL PLANNER™

Partner and CERTIFIED FINANCIAL PLANNER™

Partner and CERTIFIED FINANCIAL PLANNER™

Investment Department

Investment Research Associate

Investment Research Associate

Portfolio Administrator, Financial Associate

Portfolio Administrator, Financial Associate

Research Assistant

Research Assistant

Registered Client Service Manager

Registered Client Service Manager

Partner and Director of Investments

Partner and Director of Investments

Client Service and Operations

Director of Operations

Director of Operations

Marketing Intern

Marketing Intern

Information Technology Manager

Information Technology Manager

Client Service Associate

Client Service Associate

Client Service Associate

Client Service Associate

Client Service Manager

Client Service Manager

Client Service Manager

Client Service Manager

Client Service Administrator

Client Service Administrator

Associate Financial Planner

Associate Financial Planner

Client Service Associate

Client Service Associate

Client Service Associate

Client Service Associate

Client Service Manager

Client Service Manager

Office Manager

Office Manager