About Us
Who We Are
We are passionate about serving those that serve the public good. Just as they work tirelessly for others, we work tirelessly for them! Our team of professionals have your best interests in mind and are here to help you with convenient virtual meetings.
A Few Words About
Our Team
We encourage everyone to live their best life. We offer everyone the guidance necessary to reach their goals. Each individual deserves to know and understand the fundamentals of their financial situation and how it plays into building a better and happier future.
Harvey Spector
Regional Director
Jessica Pearson
COO
Rachel Zain
Marketing Head
Gary Litt
Retirement Specialist
Steven Bennett
Retirement Specialist
Mike Ross
Retirement Specialist