Our Team

Scott Shagrin, CFP®

Managing Director, Co-Founder

Ira H. Ravitz, CIMA®

Managing Director, Co-Founder

Lisa Westermark, ChFC®

Senior Vice President, Co-Founder

Nick Nejad, CFA®

Chief Investment Officer

Alaina Park

Chief of Staff, Senior Relationship Manager

Karen Washington

Senior Relationship Manager

Jose-Pablo Buerba

Financial Planning Associate

Andrew Fuller, CRPC™

Senior Relationship Manager

Adrian Escalante

Associate

Let’s Talk.

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