Skip to main content

My Team

My Team

When you become my client, you place your trust in me to help make your vision a reality. I honor that trust with the help of my dedicated support staff. Together, we make a strong commitment to client service. If at any time you have a question, concern or need, please let us know.

Todd Gindy headshot

Todd M GindyCFP®, RICP®

Private Wealth Advisor

Lynn Bruno headshot

Lynn BrunoRHU®

Associate Wealth Management Advisor

Katrina M Shechtman headshot

Katrina M Shechtman

Associate Financial Representative

Julie Gaon headshot

Julie K Gaon

Associate Financial Representative