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
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

Carol Marden
Client Administrator
302-227-7608

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Florida

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

Jacqueline Reeves
Managing Director / Investment Advisor
561-289-5308

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Pennsylvania

801 E. Lancaster Ave
Villanova, PA 19085-1605

Sally Lawson
Managing Director / Investment Advisor
610-695-3651

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California

Long Beach, CA

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

 

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