A TEAM BUILT ON INTEGRITY AND SHARED VALUES
Please click on each photo to learn more about the members of our team
Bruce Horowitz, CFP®, CKA® President & Founder [email protected]
Shea Allen, CFP® Financial Planner [email protected]
Lynda Scott Client Service Manager [email protected]
Tracey Rosado Client Service Associate [email protected]
Renelyn Barinaga Administrative Assistant [email protected]
Dale Horowitz Office Manager [email protected]