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Our Team

Our advisors are a team of CFP® professionals who serve as investment & financial planning advocates and Family Office counselors. The advice and services we provide strives to let our clients devote time to their personal goals, their business and community interests, and, most importantly, to their family and loved ones. 

Family Wealth Financial Planning Team

Jared Russ

Jared Russ, CFP®, BFA

Senior Financial Planning Consultant

516-921-8300

516-921-8336

Craig  Horner

Craig Horner, CFP®, ChFC®

Senior Financial Planning Consultant

516-921-8300

516-921-8336

Roger Moulton Jr.

Roger Moulton Jr., CFP®, MSPFP

Senior Financial Planning Consultant

516-921-8300

516-921-8336

Van Truong

Van Truong, MSF, CFP®

Senior Financial Planning Consultant

516-921-8300

516-921-8336

Steven Batutis

Steven Batutis, CFP®

Senior Financial Planning Consultant

516-921-8300

516-921-8336