Our Management Team
Hugo Carvajal Marketing I lead the Marketing Integration and Implementation efforts for our Firm |
Richard Curcio Growth Creating an environment that promotes a culture of growth and development process improvement. |
Brian Segel Accountability Creating excellence in execution through accountability. |
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Brian Finn Operations Implementing an environment of operational and procedural efficiency. |
Nimesh Trivedi Marketing I am the lead storyteller, to help tell your story to the right audience, at the right time, in the right place. |
Jeffery Durr Training Providing excellent and effective training that will enable our advisors to be efficient with their time, while way of growing their practice with ease. |
