Proudly Serving South Florida
Boca Raton, FL
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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Andrew Hackett
CFP®
Wealth Advisor
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William Tricarico
Associate Wealth Advisor
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Tyler Singler
Associate Wealth Advisor
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Rebecca Leitner
CFP®
Associate 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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July 22, 2026
Quarterly Outlook: The Fed Turns Hawkish as Growth Cools
What should investors keep in mind as growth cools and the Fed takes a more hawkish tone? Our latest Quarterly Outlook looks at the key trends shaping the second half of the year, including resilient consumer spending, signs of cooling in the labor market, inflation pressures, and ongoing geopolitical uncertainty.
Read the article -
July 21, 2026
Personal Liability Insurance: Coverage, Market Conditions, & Trends
What do umbrella policies actually cover? Focus Risk Solutions shares strategies to protect your wealth against rising liability risk.
Watch the video -
July 20, 2026
Charitable Bequests: Practical Advice for Tax-Efficient Giving
Discover how charitable bequests may maximize your philanthropic impact while minimizing taxes. Learn strategies for tax-efficient giving.
Read the article