Who We Are
Our Team
"Surround yourself with good people. People who are going to be honest with you and look out for your best interests." -Derek Jeter Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
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Thomas J. Urban
Senior Vice President / Wealth Management, Complex Director
Barry Falk
First Vice President / Investments, Financial Advisor
Thomas J. Urban Jr. CLTC®
Financial Advisor
Samer Alnaham
Branch Operations Manager
Richard F. Scamorza
Senior Registered Private Client Assistant
Tricia Flejter
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.
Client Wine and Dine
We all enjoyed a night full of exclusive wines and amazing food.
Meeting with Clients in Colorado
While out west meeting with clients, Tom and Rich enjoyed the great outdoors!
Holiday Tree Raffle and Party
This December we hosted a holiday party for our clients benefitting the Palm Beach County Food Project!
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
