Skip to main content

Meet Our Team

We’ve cultivated a multigenerational team that is here for you not only today, but for years to come. We are passionate about the strong relationships we build, and with our unique skillsets, exceptional service, and commitment to constantly learning, we’re equipped to serve you through all seasons of life.

Scott Fligel CFP®, ChFC®, CLU®, AEP®

Wealth Management Advisor

Richard T Allen CLU®, ChFC®

Wealth Management Advisor

Sharon Row Silverstein

Associate Financial Representative

Connor McGinty

Associate Wealth Management Advisor

Michelle Morrow

Associate Wealth Management Advisor

Ponquogue Beach is a stretch of sand accessed by a bridge across Shinnecock Bay.

OUR STRATEGIC ALLIANCES

We’re proud to offer the personalized service of a small, boutique firm that focuses on the best interests of you and your family, backed by the resources of a Fortune 500 company, Northwestern Mutual. This allows us to collaborate with other trusted professionals like your CPA or attorney, while we manage the big picture of your finances, focused on putting you and your goals first.