Get to know our leadership team

Leadership at the Aventura office is dedicated to doing good for our clients, employees and community.

Photo of Managing Director Brian Reas

Brian Reas

Managing Director

Photo of Managing Director Richard Steiner

Richard Steiner

CFP®

Managing Director

I am a strategic partner who can help you achieve your goals. The best part of my career is working closely with individuals, families and business owners to develop plans for their financial lives. After developing an understanding of who you are and what you want, we will work together to provide a clear vision for your future. Then we will implement a strategy to help you achieve your goals.

Get to know our advisors and representatives.