Backed by a team of credentialed and tenured professionals with several decades of combined industry experience, we work collaboratively with clients from coordinating and consulting to the delivery and implementation of their financial plans.
Steve Faberman
Private Wealth Advisor
Steve.Faberman@ifpadvisor.com
Matt Bonsall
Director of Investment Planning Operations
Matthew.Bonsall@ifpadvisor.com
Denise Nou
Director of Client Reporting & Advisor Support
Denise.Nou@ifpadvisor.com
Al Filosa
Private Wealth Advisor
Albert.Filosa@ifpadvisor.com
Carla Leombruno
Director of Client Experience and Trading Operations
Carla.Leombruno@ifpadvisor.com
Austin Sloane
Client Relationship Manager
Austin.Sloane@ifpadvisor.com
