Broker Check

Our Team

Mark Lerner, ChFC, CLU


After close to two decades of working in the financial services industry, Mark looks back on his personal trajectory and attributes his success to his natural love of people. "I have always been drawn to people. Even as a young person,...

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Ryan Rouille, CPFA


Ryan knew that he had an interest in finance ever since completing an elementary school project in which he researched Nike and traced the company's performance for an entire year. "To this day, I can tell you everything there is to...

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Courtney Van Tine

Client Service Representative - Insurance

Sam Miller

Client Service Representative - Financial Planning/Investments