
Laura Russo
Vice President

David N. Ivancic
Certified Financial Planner™



Frank Evans
Registered Representative

Kimberly Zuppelli
Administrative Assistant

Evan Baskin-Evans
Registered Representative

Magdalena V. Boesze
ProjectAdministrator

Julia Routhier
Administrative Assistant


Troy Erk
Administrative Assistant

Juliana Leone
Administrative Assistant

Evan Dickhut
Administrative Assistant
JEFFREY HAHN
“Our goal is providing financial benefit at the highest level of quality, professionalism and friendliness”