Rick Bloom

Partner, Attorney, Certified Public Accountant and Financial Advisor

Ken Bloom

Partner, Attorney and Financial Advisor

Jennifer Bloom

Director of Client Engagement

Stephanie Bloom

Director of Client Engagement

Denean Baker

Administrative Assistant

Victoria Clements

Client Relationship Manager

Colin Fraser

Financial Advisor

Sergio Figueroa

Client Relationship Manager

Jonathan Goldberg

Attorney, Certified Public Accountant and Financial Advisor

Delilah Goliday

Financial Planning Assistant

Sharon Miles

Paralegal

Jack Riashi, Jr.

Financial Advisor

Mary Schwartz

Administrative and Marketing Coordinator

Karla Smith

Administrative Assistant

Cindy Szymanski

Financial Advisor

Suzanne Weinberg

Client Relationship Manager

Corey Weintraub

Senior Portfolio Analyst

Brian Weisberger

Senior Investment Analyst

Kristen Welkenbach

Client Relationship Manager

Scott Whyte

Financial Advisor

Tina Wong

Client Relationship Manager