Thank You for Your Partnership!

Charles Harm, CRPC™

Regional Vice President & ETF Specialist | Florida & Puerto Rico

(954) 218-2009

[email protected]

Kelly Chitty

Vice President | Sales

(404) 680-4796

[email protected]



Rachel Leung

Marketing Support | R Leung Communications

(203) 253-0683 

[email protected]



Tracy Wright, CIMA®

Regional Vice President, Southeast Market Leader

(917) 355-4667

[email protected]



Morgan D’Jangali

Community Outreach Manager

(410) 900-3641  

[email protected]



Martin H. Tischler, CFP®

Alternative Investment Specialist | Vice President

(410) 598-5268 

[email protected]



John Pifer

Regional Director

(704) 465-7704

[email protected]



Ross Slutsky

Manager

(484) 686-1101

[email protected]