Leadership
Financial Representatives
Barry Finn
Financial Services Representative, Special Care Planner
Specialized Support Team
Gerald Silberman
Investment Director
Bellaria Jimenez, CFP®, MBA
Certified Financial Planner™ Practitioner
Bruce Bickar
Chief Operations Officer, Agency Supervisary Officer
John Bucsek, CFP®
Certified Financial Planner™ Practitioner
Richard Caruso
Vice President of Compliance
Operations Team
