MEET OUR TEAM
Sean Hollitz
Founder & Managing Partner
ChFC, CFS, CLU, CAS, CLTC
Laurence Greenwald
Managing Partner
MBA, ChFC, CLU, CASL, RICP, CLTC
What's your fantasy retirement gig?
Guitarist in a rock 'n roll band
What's next on your travel itinerary?
Iceland's Blue Lagoon
What do you want to be when you grow up?
Artist creating wooden, metal, and stone sculptures
Where would you like to travel in 2020?
I would like to volunteer in South Africa and hike Kilimanjaro
Ken Nuttall
Director of
Financial Planning
CFP
What is your retirement dream job?
Driving the golf cart that picks up balls at the driving range
What's next on your travel itinerary?
New Hampshire
Drake Stratton
Financial Planning Associate
What's next on your travel itinerary?
Fly fishing in New Zealand with my dad
What's your dream retirement gig?
Major League Baseball Umpire