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.

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.