Management Team
Our team is fully committed to helping clients understand their wealth management options, making sure that their needs and expectations are met.
David Bruckman, JD, MS Tax
Managing Director
Daniel J. DeSimone, CFP®
Director
Alan Mandeloff, CPA, CFP®, PFS
President
Bradley P. Pike, CFA
Senior Investment Analyst
David Pilaitis, CFP®
Director and Chief Compliance Officer
