Team
Mitchel D. Shapiro
Principal of the Firm
Mitchel D. Shapiro, CFP®, Principal of the Firm, has over 34 years of experience as a financial planner. He consults with individuals and small businesses to develop and achieve financial goals, financial...
Jonathan Lipchin
Principal of the Firm
Jonathan M. Lipchin, Principal of the Firm, has over 25 years of experience as a financial planner. He consults extensively with retirees from federal, state, and local governments. Jonathan...