Broker Check

Meet The Team

Gary Padussis  AIF®  RFC®  RFP®  NSSA®

Gary Padussis

President | Registered Principal AIF® RFC® RFP® NSSA®

609-884-8085

410-654-0605

Eleanor Ciampa

Eleanor Ciampa

Operations & Client Service Manager

7812455500

7812454488

Lisa Makrys

Lisa Makrys

Office Administrator

7812455500

7812455588

Daniel Broh-Kahn

Daniel Richard Broh-Kahn

CPA / Certified Business Valuation Analyst

410-616-9048

443-841-7610

Luke  Bean

Luke Bean

Trust and Estate Attorney

505.205.5500

617.410.4067

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.