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Our Team

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Mark  Shuster

Mark Shuster

Managing Partner & CEO

JoAnn  Parrino

JoAnn Parrino

Partner & Senior Consultant

Sarah Yauchzee

Sarah Yauchzee

Retirement Planning - Director of Operations

Carl Steinhilber

Carl Steinhilber

Retirement Planning Division

Michael Gonzalez

Wealth Management Division

Samantha Zuzuarregui

Wealth Management Division

Johnny Young

Retirement Planning Division

Alan Moreno

Retirement Planning Division