Broker Check

Our Professionals

Edward Alferoff, CFP®

Senior Partner

Edward has spent more than a decade helping individuals quantify their personal vision of financial success and developing integrated strategies to help them meet a lifetime of financial goals. He provides creative professional advice...

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Burak Alpaslan, CFP®, AIF®

Senior Partner

Burak combines his own experience as an entrepreneur with his knowledge of financial planning to help business owners with the many opportunities and challenges they face both personally and professionally. He works to help them create...

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Ilyas Akbar, CFP®, CPA

Partner

Ilyas provides clients with comprehensive financial planning including retirement savings and income generation, estate planning, investment management and asset protection. A cornerstone of his approach is his commitment to giving...

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Sona Ramnani

Financial Advisor

Sona’s area of focus is helping our clients develop a sound financial strategy for the future. Sona works extensively with medical professionals in all stages of their career helping them with the knowledge and insights they need...

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Alex Tomei

Financial Planner

Alex’s main focus is investment management, designing strategies to help our clients meet their financial goals, taking into consideration their personal situation and appetite for risk. After beginning his career with...

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Dorlis Alferoff

Practice Manager

Dorlis oversees to major areas for Vital Planning: marketing and operations. In her marketing role, she works on brand management including our website, marketing collateral and other initiatives. On the operations side, she leads our...

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Melanie Brueggemann

Investment Operations Coordinator

Melanie is a client service associate with a focus on investments and financial planning service. Melanie was previously a controller for a major retailer overseeing high volume districts and distribution centers. She is a great asset...

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Tiffany Trotman

Insurance Coordinator

Tiffany is our Insurance Coordinator. She navigates our clients through the underwriting process, providers high level servicing and supports our advisors in all aspects of business administration. Tiffany graduated from University at...
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Wealth Strategies Division

Jeremy  Hus, CFP®, ChFC®, CASL®, CLU®

Jeremy Hus, CFP®, ChFC®, CASL®, CLU®

Vice President, Financial Planning

John Foreman, MBA, CIMA®

John Foreman, MBA, CIMA®

Vice President, Investments

Kathleen A. Cassidy, J.D.

Kathleen A. Cassidy, J.D.

Vice President, Advanced Markets

Matthew Teel, CFP®, CLU®

Matthew Teel, CFP®, CLU®

Senior Vice President