Who We Are

The founder of the Firm was a Registered Representative having passed the Series 6, 7 and 63 Examinations. He is also an Investment Advisory Representative to Lisch Investment Management LLC, a Registered Investment Advisor. Unlike most...

As Office Manager of the firm, as well as Brokerage Assistant and Accounting Paraprofessional, she handles all controllership and some data processing functions. Audrey holds a BA and MA in Education. Prior to joining the Firm, she was...

She is the Administrative Assistant for Accounting, Tax and Legal matters. Her job is to assist under the supervision of a Certified Public Accountant or Attorney in all the administrative functions. She was the Confidential Secretary...

As a partner of the companies, Melissa was a Registered Representative, having passed the Series 6, 7, 63, and 66 Examinations. As a Certified Public Accountant, she is licensed to practice in New York and performs such services through...