Skip to main content

Our Team

Adam J Neubauer

Partner and Wealth Management Advisor

Kenneth A Fox J.D.

Partner and Wealth Management Advisor

Daniel Grance

Wealth Management Advisor

Tracy J Coleman

Director of Operations

Michael Karsner

Director of Investments

Hope Hambleton

Associate Wealth Management Advisor

Drew Venus

Associate Wealth Management Advisor

Rosalyn J Fox

Client Service Administrator

Nicole Klatchko

Associate Financial Representative

James D Sylvanus

Alivia Nelson

Director of Insurance

Christine Alarcon

Associate Financial Representative