FINRA’s BrokerCheck to obtain more information about our firm and its financial professionals.

Our Team

Jeffrey Fratarcangeli

Managing Principal
Financial Advisor
More About Jeffrey

Mark Improta

Senior Vice President
Registered Senior Relationship Manager
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Cynthia Mulonas

Chief Operating Officer
Registered Senior Relationship Manager
More About Cynthia

Andy Grove

Chief Compliance and Risk Officer
More About Andy

James Turco

Director of Retirement Services
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Keri Lesinski

 Senior Client Service Associate
More About Keri

Christopher Salerno

Vice President
Senior Relationship Manager
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Jack Skrzycki

Registered Senior Relationship Manager
More About Jack

Liz Ross

Human Resource Manager
Compliance Associate
More About Liz

Kristen Roach

Registered Client Service Associate Supervisor
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Amy Karkiewicz

Senior Client Service Associate

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Collin Jenkins

Registered Senior Relationship Manager

More About Collin

Alexandra Gomez

Marketing Coordinator
More About Alexandra

Richard Gagliano

Registered Relationship Manager
More About Richard

Megan Robertson

Retirement Planning Associate
More About Megan

Erik Padilla

Senior Client Associate

More About Erik

Macord Foran

Registered Relationship Manager

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Ben Selinger

Associate Relationship Manager

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Our founding principle was, and continues to be, to put your interests above all, with a goal to consistently exceed expectations.

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Locations

Michigan
39520 Woodward Ave., Suite 101
Bloomfield Hills, MI 48304
: (248) 385-5050

Florida
1508 E Las Olas Blvd. Suite A
Fort Lauderdale, FL 33301
: (248) 385-5050

Indiana
4100 Edison Lakes Pkwy, 
Suite 170, Mishawaka, IN 46545
: (248) 385-5050

New York City*
209 E 31st St.
New York, NY 10016
: (248) 385-5050
*By appointment only

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Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Affiliate

Subject to Investment Risks, Including Possible Loss of the Principal Investment

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