Office Locations

Advisors*/Registered Representatives** at this location

*Robert C. Coleman, CLU®, ChFC®, AIF®

President & CEO

  • *Jonathan T. Boslooper, CLU®, ChFC®
  • **Leonard T. De Stefano, CFP®
  • **Thomas W. Linsky, CLTC®
  • *Raul Lopez
  • *Xavier J. Pujol CLU®, ChFC®
  • **Christine Young

Advisors*/Registered Representatives** at this location

  • *Paul Bonaros - Managing Director
  • *Hart McKeown  - Director of Wealth Management

Advisors*/Registered** Representatives at this location

Advisors*/Registered Representatives** at this location

  • *Rick Serra, CLU®, ChFC®

Advisors*/Registered Representatives** at this location

  • *Sebastian F. Banchs, AIF®
  • **Donald Brown, CLU®, ChFC®, LUTCF®
  • *Ashley O'Kurley, CFP®
  • **Kenneth J. Rozwodowski
  • **Johnny Postell

Advisors*/Registered Representatives** at this location

  • *Michael F. Quick

Advisors*/Registered Representatives** at this location

  • *Michael Reich
  • **Donald W. Smith