Who We Are
Our Team
With our combined industry experience, we strive to provide excellent service as we guide our clients through the phases of investing: wealth accumulation, wealth preservation and wealth distribution.
... Read more.
Read less.

Nadav N. Baum
Executive Vice President / Wealth Management, Financial Advisor

Seth W. Silverman, CEPA®
Financial Advisor

Benjamin Ziolkowski, CFA, CFP®
Financial Advisor

Matthew O. Bash
Registered Private Client Associate

Emily Rhodes
Private Client Associate

Kelsey Naughton
Private Client Associate
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.