Meet The Team

You can count on us to be responsive, readily accessible, and dedicated to your success. Learn more about our team members and their areas of expertise.

James J. Burns, CFP®

CEO/President, CFP Board Ambassador

Anthony LaGiglia, CFP®

Managing Director

Steven Mula, CFA®

Chief Investment Officer

Ricky Bathija, CFP®

Director of Financial Planning

Jessica Evans

Client Services Manager

Nejad Abo-Hamzy

Paraplanner

Nickolas Raso

Paraplanner

Jami Regan

Administrative Assistant