OUR TEAM

 

Advisors

Check the background of these investment professionals on FINRA's BrokerCheck

 

SETH LEISHMAN

President

Allen Ostrofe

President Emeritus

 

RICK FISHER

Financial Advisor

 
 

Investments

Nathan Leishman

Portfolio Manager

 
 

Client Services

Jamie Thompson

Jamie Thompson

LPL Registered Administrative Associate

Tullen Bach, Ostrofe Financial Consultants

Tullen Bach

Client Services Specialist

 
 

Research

Janet Ray, Ostrofe Financial Consultants, Inc.

Janet Ray

Data Research Manager

 

Office Support

PATTY LUM

Office Manager

SABINE OSTROFE

Vice President, Co-Owner, and Administrative Associate