Katzen Team

Michelle Katzen, CFP®, CDFA®

Sr. Advisor

Trevor Batt, CFP®

Advisor

Jordan D. Hanson, CFP®

Advisor

Erika Mauro

Director of Client Service – Family Office

Brianna Pintauro

Senior Client Service Associate

Patrick Haley, CFP®

Sr. Portfolio Manager

Bill Artzerounian

Director of Tax Services

Dylan Kluender

Sr. Trader

Gary Pulford, CTFA

Sr. Advisor

Taylor Hollis, CFP® CFA®

Director of Family Office Services

Dan LaRosa, AIF®, QPFC

Sr. Advisor & Director of Corp. Retirement

Brian Rosen

Sr. Advisor

Jonathan Novy

Sr. Advisor

Joey Fishman

Sr. Advisor