Team Members

Gil Tobias has been assisting clients with their financial and administrative needs since 1997. Gil views every contact point as an opportunity to provide excellent client services and he works to ensure every client enjoys the highest...

Working with plan sponsors to help them achieve their retirement plan goals while providing the peace of mind that comes from a fiduciary standard of loyalty and care, Randall Cohen provides the specialized knowledge and tools to help...

Since 1988, Terri McGray has been assisting individuals, business owners and families with comprehensive wealth management. She has helped thousands of individuals and business owner’s enjoy a smooth transition into retirement....

Joining the planning team in January 2022, Kristi will be directing company communications and integrative marketing strategies while providing holistic paraplanning with an emphasis on retirement planning and advisory services.