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,...

Read more

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...

Read more

Michael Cortazzo

Managing Director of Advanced Planning


Jackie Brobst

Managing Director of New Business


Sam Miller

Client Service Representative - Financial Planning/Investments


Courtney Van Tine

Client Service Representative - Insurance