Gain Confidence. Achieve Serenity

With a combined 100+ years of financial expertise, tax experience, and industry knowledge, our team of advisors are here to ensure that you are heard and understood. Together, we will plan, build, and implement a comprehensive financial strategy for you and your family.

With a team of financial advisors, accountants, and attorneys working together under one roof, we help you build, preserve, and protect your wealth.

Barbra Shaffer
Barbra Shaffer
MANAGING PARTNER / INVESTMENT ADVISOR REPRESENTATIVE
Evan Enisman
Evan Enisman
MANAGING PARTNER / INVESTMENT ADVISOR REPRESENTATIVE
Carole Enisman
Carole Enisman
MANAGING PARTNER / INVESTMENT ADVISOR REPRESENTATIVE
Ariel Enisman
Ariel Enisman
ESTATE PLANNING & ASSET PROTECTION ATTORNEY
Rodrick Walters
Rodrick Walters
CERTIFIED PUBLIC ACCOUNTANT
Maria Barranco
Maria Barranco
OFFICE MANAGER, CLIENT CONCIERGE
Dinley Walters
Dinley Walters
BOOKKEEPER
Angelica Roberts
Angelica Roberts
DIRECTOR OF FIRST IMPRESSIONS

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