Our Team

President

Lead Financial Advisor

Tim focuses on pension planning, asset allocation, security analysis, and business planning. Tim is a retired NYPD Sergeant, and has an intimate understanding of the unique challenges that civil servants face when planning for retirement!

Chief Strategic Officer

Senior Financial Advisor

John focuses on risk management, estate planning, business planning, life insurance, and complex strategic planning. His illustrious career and skill set speak for themselves!

Chief Retirement Planner

Senior Financial Advisor

Kelly Powers focuses on financial planning and complex portfolio design. She has 30 years of experience designing customized asset allocations for hundreds of clients!