Your Professional Family
Chris Balcerowiak CFP®
Certified Financial Plannerâ„¢ practitioner
Gina Rose Salamin
Trader/Portfolio Analyst
Greg Towner
Chief Investment Officer
Susan Harvell
CCO/COO
Jonathan Shields
Relationship Manager
Your team also consists of your other professionals that we will coordinate with. If you need and don’t have a tax professional or attorney, we help you find the right professional for you.