Welcome To The Team

My team and I are dedicated to keeping your personally tailored plan working to it's design. Each member is an expert in their field, from Business and Estate Planning, to Investing, to the ins and outs of Medical Residency. On top of that they are each wonderful people to work with. I am thankful to have a team like this and I know you will be too. 

Photo of Director of Operations Alejandra Rodriguez

Alejandra Rodriguez

Director of Operations

Photo of Maya Ludescher

Maya Ludescher

Photo of Investment Associate Jared Fischer

Jared Fischer

CRPC®

Investment Associate

Strategic Partnerships

We partner with the best to bring you the best. The team has a wealth of experienced Planners all around the country that we work alongside. Each cover niche areas so our clients can get the best Advisors for their unique situations. 

Photo of Business & Estate Planning Specialist David M Gruen

David M Gruen

CFP®, ChFC®

Business & Estate Planning Specialist

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Photo of Financial Advisor Matthew J Ferrara

Matthew J Ferrara

Financial Advisor

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Photo of Wealth Management Advisor Michael Calamaro

Michael Calamaro

CFP®, ChFC®

Wealth Management Advisor

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Photo of Field Director Kristin N. Francisco

Kristin N. Francisco

Field Director

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