About Us

 

Kevin Mark Regan , CFP®

Co-Founder

Office 954-535-9137


Email

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Justin Peter Santangelo

Co-Founder

Office 954-535-9313


Email

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Jay Appel

Investment and Planning Associate

Mobile 917-838-8710


Email

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Katie C Cornette , B.S., M.S.

Director of Insurance Operations and Services

Office 954-535-9361


Email

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Cindy Delva

Marketing and Client Relations Manager

Office 239-676-2300


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Heidi Wiskur

Financial Representative Assistant

Office 239-676-2911


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Sylvia Klein

Associate Financial Representative

Office 954-735-9000


Email

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