About

Amanda Marshall offers support to our registered representatives and is not licensed to offer securities, investment advisory services or insurance in any state.

Daria Belyaeva offers support to our registered representatives and is not licensed to offer securities, investment advisory services or insurance in any state.

As a CERTIFIED FINANCIAL PLANNER™ professional, Jack serves his clients as a personal financial resource acting in their best interest. His services include taking a holistic, personalized approach to financial planning for individuals...

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network...

As a Financial Consultant with Mosaic Capital Group, I’m pleased to offer my clients best-in-class retirement plans from virtually every major retirement plan provider. We also provide “golden handcuff” plans,...

As a Financial Consultant and Retirement Plans practice leader with Mosaic Capital Group, I focus my practice on working closely with clients to understand their current needs and as well as their goals before creating and...

My personal practice is focused on working with individuals and their families to protect and achieve their financial goals. I find passion in helping my clients and making an impact in their lives through an individualized and...

California Insurance License #: 0M05893Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products...

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network...

Tim is a partner in Mosaic Capital Group and serves in the wealth management practice.  In his role, Tim is focused on helping individuals and small businesses accumulate and protect their wealth while minimizing tax implications...