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Preserving The Roots.

Our Team

Amy N. Hochfelsen, JD, AIF

Amy N. Hochfelsen, JD, AIF

President/CEO

Jay J. Hochfelsen, JD, CLU, CHFC, AIF

Jay J. Hochfelsen, JD, CLU, CHFC, AIF

General Counsel

Michael A. Hochfelsen, JD

Michael A. Hochfelsen, JD

Director of Trusts & Estate Planning

Jeffrey B. Levine, CPA

Jeffrey B. Levine, CPA

Controller

Luis Gonzalez

Luis Gonzalez

Accounting Manager

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Check the background of this financial professional on FINRA's BrokerCheck