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Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Barry Cohen, CPA, CFP®, CIMA®, CPWA®

Sr. Wealth Advisor

Melville, New York

Bridger Dawson, ChFC®

Wealth Advisor

New York, Melville

Tess Bradshaw

Associate Wealth Advisor

New York, Melville

Mendim Gecaj, CFP®, CPWA®

Principal

New York, Melville

Paul Oliva

Managing Partner

New York, Melville

Edward Dunphy

Regional Vice President

Fairport, Hockessin, Melville, New York, Radnor, West Hartford

Kelly Gaur

Regional Vice President

New York, Melville

Jesse Mignone

Manager, Client Service

Melville, New York

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Meet our Advisory Team

Search results for:

Barry Cohen, CPA, CFP®, CIMA®, CPWA®

Bridger Dawson, ChFC®

Tess Bradshaw

Mendim Gecaj, CFP®, CPWA®

Paul Oliva

Edward Dunphy

Kelly Gaur

Jesse Mignone

Ready to get started?

Explore More

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