Broker Check

Meet The Team

Daniel Broh-Kahn

Daniel Richard Broh-Kahn

Vice President CPA / Certified Business Valuation Analyst



Gary Padussis  AIF®  RFC®  RFP®  NSSA®

Gary Padussis

President | AIF® RFC® RFP® NSSA®



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.