Curated
Advice
at Every
Stage
We work behind the scenes, listening to and learning from your story, so we can craft a tailored plan that supports every part of your journey.
-
Benjamin Cohen
CFP®, WMS℠
Managing Partner
-
Michael Cohen
MBA, WMS™
Founding Chairman
-
John Postel
AAMS™, CEPA®
Managing Director, Investments
-
John M. Crain
AAMS®
Financial Advisor
-
Richard Horwitch
MBA
Financial Advisor
-
Matthew Currier
CFP®
Financial Advisor
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Erika Wolek
CFP®
Senior VP, Financial Planning
-
Camille Johnson
Senior Client Service Associate
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Molly Dierks
Managing Director, COO
-
Matt Tienda
Senior Client Service Associate
-
Sara Munoz
Operations Specialist
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