Boca Raton, LA
Proudly Serving South Florida
Boca Raton, LA
5100 Town Center Cir
Tower Two, Suite 150
Boca Raton, FL 33486
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Your Boca Raton Team
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Tara Elmaleh
Senior Wealth Advisor
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Sean Erickson
CFP®
Senior Wealth Advisor
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Nikol Tennant
CFP®
Senior Wealth Advisor
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Kenneth Pritzker
Senior Wealth Advisor
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Michael Haber
JD, CFP®
Senior Wealth Advisor
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Susan Van Bergen
CRPC®
Wealth Advisor
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William Tricarico
Associate Wealth Advisor
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Tyler Singler
Associate Wealth Advisor
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Andrew Hackett
CFP®
Wealth Advisor
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Jacques Elmaleh
CFA®
Senior Portfolio Manager
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Michael Elzahr
CFA®
Senior Portfolio Manager
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Steven Rothenberg
Senior Portfolio Manager
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John Schott
Senior Portfolio Manager
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Richard Steinberg
CFA®
Senior Global Market Strategist and Senior Wealth Advisor
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Brittany Garber
Manager, Client Service
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Garrett Alabado
Regional Vice President
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Sean Quigley
MBA, CIMA®
Regional Vice President
Enjoy some of our latest resources
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May 19, 2026
Private Credit: The Harder Questions
When it comes to private credit, a number of questions can arise, including those around asset class, credit quality, and steps investors may wish to take. We follow up on our earlier discussion about this topic and dive beneath the headlines to offer our thoughts.
Read the article -
May 19, 2026
Navigating Uncertainty: What Inflation Means for Bonds Today
While inflation has eased, it remains a significant driver of behavior in the bond market.
Watch the video -
May 12, 2026
Two-Minute Market Focus
The “Buffett Indicator” is breaching into all-time high levels. What could this signal for the markets? In this episode, Focus Partners’ Todd Jones explores this gauge as well as Magnificent Seven earnings, performance trends, and correction/recession indicators.
Listen to the podcast