Meet The Team
Get to Know the People in Your Corner
We'd love to share a little about who we are, what drives us, and why helping people in this community is the most rewarding work we can imagine.
Meet The Team
Get to Know the People in Your Corner
We'd love to share a little about who we are, what drives us, and why helping people in this community is the most rewarding work we can imagine.
Jason Silverberg, CFP®, RICP®, CLU®, ChFC®
Senior Financial Planner
Jake Amsellem
Financial Planner
Brandon Lipsky
Client Services Associate
Nicole Harrison
Paraplanner
Lindsay Carter
Tax Director
Get Started
Let Us Help You Take the First Step
You don't need to have all the answers — that's what we're here for. Reach out today and let's start a conversation about what's possible.