Contact Information

Please contact us with any questions or to set up a complimentary initial consultation.

Email:

Stewart Moscov, CLU^®, ChFC^®
Financial Advisor, President
[email protected]

Steven Kane, CFP^®, MBA, AIF^®, CPFA
Financial Advisor, Partner
[email protected]

Joshua Moscov
Financial Advisor, Partner
[email protected]

William Dostman III, CFA^®, CFP^®
Director of Investments
[email protected]

Kandra Youngman, FPQP^®
Senior Financial Planning Associate
[email protected]

Constance Dragoone
Director of Client Services
[email protected]