Our Team


Ted S. Halpern

President

Melissa G. Sotudeh, CFP®

Wealth Advisor

Kirsty Peev, CFP®

Portfolio Manager

Jennifer Wood

Office Manager

Milena Nilsen

Planning Consultant

Susan Grimail

Client Administrator

Carla LaFleur

Communications and Public Relations Coordinator

Jennifer Davis, CFP®

Planning Consultant

Lindsie James

Operations Administrator

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