Meet Our Team

Click on the names or images to learn more about each team member.

Cassandra Toroian

Founder
Chief Investment Officer

Rehoboth Beach, DE

Jacquelyn Blue

Chief Operating Officer
Chief Compliance Officer

Rehoboth Beach, DE

Jacqueline Reeves

Head of Portfolio Strategy and Research
401(k) Advisory Services Manager

Boca Raton, FL

Andres Bonell

Senior Investment Advisor

Rehoboth Beach, DE
Boca Raton, FL

Ellen Shea

Client Support Specialist

Rehoboth Beach, DE

Sally Lawson

Senior Investment Advisor

Morristown, NJ

Andrea Cho

Senior Investment Advisor

Villanova, PA

Galina Kuznetsova

Operations and Finance Manager

Long Beach, CA

Barbara Deane

Office Support

Rehoboth Beach, DE