Meet our vision-airies.

It's what we call our employees.

 

 

 

 

 

team-2-min.jpg

Our personalities may be different,
but we all share the same mission.

"Meet" the employees whose sole mission is to provide clarity and guidance so you can enjoy a comfortable and stress-free retirement. Hover over each image to get better acquainted, but beware—you may discover a little more than you really want to know.

Bill Stavros  Chief Operating Officer

Bill Stavros
Chief Operating Officer

Jason Ellis,   ChFC®, CRPC®  Managing Director & Wealth Advisor

Jason Ellis,
ChFC®, CRPC®
Managing Director & Wealth Advisor

Joanne Raso Rosenblatt  Office Manager
Ghada Hart  Operations Assistant

Ghada Hart
Operations Assistant

Stefanie Waller  Operations Assistant

Stefanie Waller
Operations Assistant