Meet Our Team of Professionals
Providing exemplary service to our clients is our number one priority. We know how important it is for you to feel comfortable asking questions, understanding your finances and making changes as your life evolves. As a result, we employ a staff of professionals who are committed to serving you.
Rest easy knowing we have you covered but if you ever need us we are here to help.
Eddie Mordujovich, JD
Chief Compliance Officer
Client Service Team
Director of Investment Accounts
Investment Accounts Analyst
Director of Client Services
Client Service Associate
Systems & Software Coordinator
Client Liaison/Corporate Scheduler