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

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Delaware (The Montchanin Branch)

10 W. Rockland Road
Montchanin, DE 19710

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

 

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