Our People
From our leadership team to our individual advisors and specialists, our mission is to serve you and your family. We are confidantes, counselors, and navigators, dedicated to managing the complexities of family and wealth.
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ROSS WOLF
IAR, CLU, CHFC
President, Estate & Retirement Planning Specialist
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ELI MIZRAHI
Estate & Retirement Planning Specialist
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Dick Harsin
CPA, CFP®, CDFA ®
Advanced Tax Strategy Planner
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ISAAC ANSLEY
Retirement Planning Specialist
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ALEXANDRA WOLF
Client Services Manager
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Enzo Vinholi
Wealth Advisor