Our Associates

We are experienced financial planning professionals with over a combined 25 years of service.We are committed to delivering quality service and guidance and developing holistic planning solutions for corporations, families and individuals.   We look forward to earning your confidence.  Our team is composed of two financial planners, Benjamin Abraham, CFP(R),CFS, CASL(TM) and Michael Schankerman, CFP(R),CFS, CASL(TM) as well David Klaus, MBA, a  financial services representative who also serves as a finder for the planning practice.

Benjamin  Abraham
Financial Services Representative
Financial Planner

David Klaus
Financial Services Representative

Michael  Schankerman
Financial Services Representative
Financial Planner