The 1990s marked a turning point for CPAs entering financial services. For Bob Hochstadt and Brian Friedman, it wasn’t just an opportunity—it was the beginning of a lifelong partnership sparked by a phone call, a magazine article, and an unwavering commitment to excellence.
Today, as wealth advisors, our mission is clear: to navigate market volatility, reduce anxiety, simplify complexity, and build trust with every client we serve.
Top Row L to R: Brad Engle, Mike Sullivan, Sebrina Ivey, Christian Lewton, Jason Kitner
Bottom Row L to R: Carin Wagner, Angela Kennedy Lee, Jenny Merges, Brian Friedman, Deirdre Mcguire, Barbara Terrazas, Reed McCoy