Rick Diamond, AIF

Principal, Wealth & Retirement Specialist

Rick Diamond was born with an entrepreneurial mindset.

Randall Naftal

Group and Voluntary Benefits Specialist

Randall Naftal offering true benefit guidance for companies and their employees.

Joseph Platyan

Business Advisory Team Member

Joe Platyan cut his teeth in the financial services world advising individuals and families. He soon found that his true calling was working with business owners.


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