Delaware (Main Office)

19606 Coastal Hwy
Suite 101
Rehoboth Beach, Delaware 19971-8576

Cassandra Toroian
Founder, Chief Investment Officer
302-227-7607

Jacquelyn Blue
Chief Financial Officer, Compliance Officer
302-227-7608

Janet Redman
Senior Investment Advisor
302-227-7608

Andres Bonell
Senior Investment Advisor
302-227-7608

Barbara Deane
Office Manager
302-227-7608

Print

Montchanin Office

10 W. Rockland Road
Montchanin, DE 19710

William K. Dugdale
Portfolio Manager, Senior Investment Advisor
302-652-3101

Douglas McCoy
Senior Investment Advisor
302-652-3101


Florida

980 North Federal Hwy
Suite 110
Boca Raton, FL 33432-2704

Jacqueline Reeves
Managing Director, Senior Investment Advisor
561-289-5308


Pennsylvania & New Jersey

801 E. Lancaster Ave
Villanova, PA 19085-1605

163 Madison Ave
3rd floor
Morristown, NJ 07960

Sally Lawson
Managing Director, Investment Advisor
610-695-3651 - PA
973-265-9690 - NJ


California

Long Beach, CA

Galina Kuznetsova
Investment Advisor, Operations Associate
562-548-0490

Contact Us

Invalid Input
Invalid Input
Invalid Input
Invalid Input
Invalid Input
Invalid Input