Team

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 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... 

Taylor is responsible for all administrative tasks, marketing, back office support, customer service, paperwork, and compliance functions of the firm.