Associates

 
  • Mark Lippman

    Managing Director - Investments

  • Robert Freed

    Financial Advisor

  • Justin Odell, CFP®

    Financial Advisor

  • Peter Perfetti, CFP®

    Financial Advisor

  • Brad Jacobson

    Financial Consultant

  • Sherri Prescott

    Registered Client Associate

  • Bobby Wieczorek

    Registered Client Associate

  • Mark Lippman

    Managing Director - Investments

  • Christopher Cobb

    Financial Advisor

  • Craig Koehmstedt

    Financial Advisor

  • Julie Lippman

    Financial Advisor