Embrescia-25.jpg

We Believe in our Family

Your family is taken care of by a family of professionals that are committed to being there when you need them the most. Our team values the service we provide to you and continue to improve our knowledge, expertise, and service model to give you the best quality care in the business. By fostering teamwork and a family like atmosphere, clients gain the benefit of a collective and compassionate experience from all our professionals.

 

Our Advisors

Our Team

Our RIA Partner

 
Jeff Concepcion
  • White LinkedIn Icon
  • White Twitter Icon
  • White Google+ Icon
Founder/CEO
Nancy Andrefsky
  • White LinkedIn Icon
  • White Twitter Icon
  • White Google+ Icon
Chief Financial Officer
Lou
Camacho
  • White LinkedIn Icon
  • White Twitter Icon
  • White Google+ Icon
President - Stratos Wealth Alliance
Charles Shapiro
  • White LinkedIn Icon
  • White Twitter Icon
  • White Google+ Icon
Chief Development Officer
Matthew
Dunn
  • White LinkedIn Icon
  • White Twitter Icon
  • White Google+ Icon
OSJ Supervisor
Eric Beahn,
CRCP
  • White LinkedIn Icon
  • White Twitter Icon
  • White Google+ Icon
Director of Advisory Operations
Jennifer
Isaacs
  • White LinkedIn Icon
  • White Twitter Icon
  • White Google+ Icon
Director of HR & Business Services
Karen Aavik
  • White LinkedIn Icon
  • White Twitter Icon
  • White Google+ Icon
Chief Compliance Officer

BACK TO TOP