Broker Check


At our firm, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.


Prior to college Dan completed a four-year active duty commitment to the United States Marine Corps. During these four years Dan developed a unique set of skills and attributes that were instrumental in the professional development and...

Read more

Curt has spent more than 20 years in the Financial Service business, working with firms such as The Equitable, Putnam Investments, AIG, AXA, Capital Strategy Associates (as founder and President) and Gerstein Fisher (a subsidiary of...

Read more

Tom Finnegan is a Certified Financial Planner and attended graduate school at Cornell University. Tom specializes in comprehensive financial planning and high end networking. By utilizing asset allocation models Tom is able to minimize...

Read more

Bryant Lew

Partner, Chief Planning Officer


Bryant "Bri" Lew received his BA in economics from Baruch College in 2007. Bryant has been in financial services for over a decade and specializes in comprehensive financial planning and advanced tax planning strategies for business...

Read more