Members of our management team perform dual roles as both financial representatives serving their clients and our office in leadership roles helping to build a strong financial representative team. Our managing directors take on the unique challenge of balancing personal production and managing a district network office. Our field directors assist in the recruitment and selection process in order to build a cohesive unit of productive full-time financial representatives. Our college unit directors lead a group of energized college interns.
Glenn Black serves as the Managing Director in the Ft. Myers district network office.
Chief Development Officer
Edmond Dorman serves as the Chief Develelopment Officer in the Network Office.
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Jordan Laser serves as the the Managing Director in the Aventura district network office.
Bill McKernan serves as the Managing Director in the West Palm Beach district network office.
John Ruhl serves as the Managing Director in the Boca Raton district network office.
Tim Snow serves as the Managing Director in the Coconut Creek district network office.
Wealth Management Advisor
Mark Warner serves as the Managing Director for the Palm Beach Gardens district network office.