Associates

 

  • Nasser Ali, CFA(R), CFP(R), AAMS(R), CMFC(R), CRPC(R)

    Director of Financial Advisory Services

  • Robert Appel, J.D., LL.M, M.B.A.

    Second VP of National Design & Advanced Planning

  • Christopher Fromm, CHFC(R), CFP(R)

    Director of Planning

  • James Gasparotto

    Regional Director

  • Timothy Johnson, J.D., CRPC(R)

    Chief Investment Strategist