MEET OUR TEAM
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
What's your fantasy retirement gig?
Guitarist in a rock 'n roll band
What's next on your travel itinerary?
Iceland's Blue Lagoon
Besides financial planning, what is your other dream job?
NYC Parks Commissioner
Where else besides NYC would you want to live?
Any place where the temperature stays above 32 degrees
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
Where's the most beautiful place you've ever been?
Summertime 2018 in Finland & Sweden
Besides Financial Planning, what's your other dream job?
Playing or coaching softball
If you could have any super power what would it be?
Creating more hours in the day... or world peace - either one
What is your dream travel destination?
French Polynesia in a hut over the water