Our Associates

We are experienced professionals committed to delivering quality service and guidance. We look forward to earning your confidence.

Christopher  Rand, CFP®, MSFS, AEP, CLU®
Financial Services Representative, Financial Planner, Investment Specialist

Lori Epstein, JD
Advanced Markets & Financial Planning Vice President

Kristle Peck
Personal Assistant to Christopher Rand

Marc  Gallo, CASL®
Financial Planner Financial Services Representative Registered Representative