Broker Check

Team

Rick Bernstein, AAMS®, ADPA®

Managing Director

(954) 789-9736

954-337-9278

[email protected]

Rick partners with individuals and families to help them realize their financial goals through the development of long-term financial strategies. Through a personal investing approach, not generic programs, he builds individual...

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Natalie McCann

Executive Assistant

954-789-9736

954-337-9278

[email protected]

Natalie McCann is our Executive Assistant. Natalie joined our team in 2015 and came to us from Wells Fargo where she held the title of Personal Banker. From an early age, Natalie has shown a passion for finance. She demonstrates this...

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