Broker Check



Our Financial Planners     



Your Support Team    

Melanie  Brueggemann

Melanie Brueggemann

Operations Manager | Investment Coordinator

(212) 578-3017

(212) 578-8600

Heather  Moore

Heather Moore

Insurance Coordinator

904-588-8015

1-888-241-1110

Sally  Huebner

Sally Huebner

Client Relationship Coordinator

908-797-3104

1-888-241-1110



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

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