Meet Our Team

Meet Your Team Of Family-Oriented Professionals

Certifications & Designations

Dedicated to continued education and bound by the highest industry standards

CFP®CFA®CPWA®CIMA®ChFC®CDFA®RMA®JDDACFP
Jonathan Satovsky

Jonathan Satovsky

CEO, Chief Behavioral Coach
CFP®CPWA®CIMA®ChFC®CDFA®DACFP
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Avi Berg

CIO | COO
CDFA®
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Christine Lucero

Christine Lucero

Head of Private Wealth, CCO
CFP®CPWA®JD
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Frank Torrone

Frank Torrone

Senior Wealth Strategist
CFP®RMA®
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Bo Lan CFA® Investment Analyst Satovsky Asset Management

Bo Lan

Investment Analyst
CFA®
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Sherri Lancaster

Client Service and Operations Manager
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Benjamin Kinsella

Associate Wealth Strategist
CPA
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Adam Jonah

Tech Strategist / Engineer
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Andrew Nathin

Associate Wealth Strategist
CFP®
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Trinity Collins

Client Service Associate
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Madeline Parks

Director of First Impressions
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Sircia Levitt

Product Manager
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