Archives: Team Members
Leslie Portee
LeslieAnn Portee joins our team with over 17 years of experience in Financial Services. Leslie has previously held several client-facing roles within the LPL Financial...
Dan Minnis
Dan has served in various roles in the financial services industry for over ten years. He began his career as a financial advisor with Merrill...
Richard Dragotta
Paramus, NJ Wealth Advisor Specializing in Retirement Income Planning, Investment Management, Tax-Aware Wealth Strategies, and Estate Planning for High-Net-Worth Families With more than 30 years...
Experience Integrated Wealth Management
Looking to take your legacy to the next level? Let us create a unique, sophisticated wealth management plan for you that includes tax planning, investment management, and risk management strategies.
