Executive Team
Executive Team
Cindy Grauer
Founder & Financial Advisor
Corporate Headquarters- Port Jefferson, Naples, Woodbury, Toms River
Denis O'Leary
Director of Wealth Management
Corporate Headquarters- Port Jefferson, Woodbury, Toms River
Garrett Taylor, CRPC®
Founder & Managing Partner
Corporate Headquarters- Port Jefferson, Woodbury, Toms River
Richard Barnes, CLU, ChFC
Founding Principal
Port Jefferson, NY