Our Team

 

  • Larry Steckler, MsBA, CFP®

    Financial Planner
    President, Chief Executive Officer

  • Michelle Lin, MsBA, CFP®

    Client Services Manager

  • Scott Nabb, CFP®

    Client Services Manager

  • Timothy O'Connell, CFP®, EA

    Advisor

  • Tyler Goglia

    Client Service Manager Associate

  • John Velazquez

    Client Service Manager Associate

  • Bhavana Kansal

    Operations Associate