Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Arthur Cooper
Managing Director
Jason Werner
Principal Support
Tonya Collier
Acting Principal
Richard J. Albrecht
Attorney & Founding Partner
Colleen Barney
Attorney
Mark Dreschler
Co-Founder, President & CEO
Brian Simmons
Senior Vice President, Trust Officer
Peter Blum
Co-Chief Executive Officer & Co-President
Steve Kaplan
Managing Director & Head of Capital Markets
David J. Strupp
Managing Director & Head of Healthcare & Life Sciences Group
Mark Green
Managing Director & Head of Technology Banking
Chris Fluerat
Vice President Sales
Barry Steiner
Managing Director
Lionel Leventhal
Managing Director
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.