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Our Team

Martin Minder

Martin W. Minder, CFP®, ChFC®, CLU®

Managing Partner, Chief Financial Officer, Financial Advisor

Jennifer Furey

Jennifer Furey

Managing Director/Head of Operations

Adam Soloff

Adam Soloff, CFP®, EA

Director of Financial Planning & Investments

Brett Feldman

Brett Feldman

Client Relationship Manager

Denise Yagoda

Denise Yagoda

Executive Assistant to Martin Minder