Team
Hadley Weinberg, CFP®
President
Leah Weinberg, CFP®, CDFA®
Vice President
Paul Eberz, CFP®
Advisor
Glenn Shaikun, CFP®
Advisor
Michael Pressman
Advisor
James Henderson
Advisor
Debra Field
Investment Counselor
Joseph Navarro
Dir. of Insurance Services
Patricia Venman
VP Client Services
Jeanette Blood
Administrative Assistant
Stephen Frank
401k Specialist
Tim Magnuson
Insurance Strategies
Dori Brady
Client Service Representative
Ken Brown
Financial Advisor
Nathaniel H. Carlson, CISTM
Advisor, Carlson Financial Group