Our Mision

Is to help you truly understand your entire financial picture,
in plain English (maybe for the first time), and to help you take those steps
necessary to improve your overall position.

 

We help you see the world differently, discover opportunities you may never have imagined and achieve results that bridge what is with what can be.

Our Team

Our Experienced Professionals

ROBERT M. RYERSON, PRESIDENT
Certified Financial Fiduciary
LOUIS R. TERRERO, CPA
Register Investment Advisor
PERRY DE FONTAINE, CPA
Certified Public Accountant
HEMISH KAPADIA, CPA
Financial Consultant
TEJAS KAPADIA, ESQ.
Estate Planning Attorney
DEVIN RUBIN
Medicare Specialist
TIRON SELA
Mortgage Loan Originator
MICHAEL D. WALTER, CPCU
Property And Casualty Pro
CHRISTINA HARDMAN O’NEAL, ESQ
Tax and Estate Planning. Attorney
SUNNY RUBIN
Medicare Specialist
DOMENICA IMBIMBO
Office Manager
GENNA RYERSON
Client Relations Assistant