Our Team
Professional Team of Financial Advisors Managing Each Account As If It's Their Own, Helping Securing Your Financial Future   
Partner
Joanna
Miller

15 Years as a financial advisor, personal insurance and welness.

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Senior Associate
Mike
Willy

Based in NYC financial advisor and insurance agent for 10 years.

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Associate
Dave
Cohen 

Offering expirience in the banking industry and financial advisor for 15 years.

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