We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
We also can answer your questions, including:
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Doug Hepburn is a Certified Financial Planner™ professional. A member of the American and Pennsylvania Institutes of Certified Public Accountants, Doug is Chairman of the PICPA’s Personal Financial Planning committee and...
Hristo Stefanov is primarily responsible for the research, selection and ongoing oversight of alternative mutual funds. His role includes generating actionable insight on a variety of broad market topics and on specific fixed income...
Juliet Hendrickson, JD
Senior Attorney, Advanced Planning
Juliet A. Hendrickson is a senior attorney in the Advanced Planning Group for Cetera Financial Group, a leading network of independent broker-dealer firms. The platform is the second largest independent financial advisor network in the...