Your Team

 
  • George Temel, CFP®

    Founder & President

  • Arleene Santiago

    Director Of Client Services

  • Patricia Herzfeld

    Estate and Investment Analyst

  • Hao Dang, AIF®

    Vice President, Portfolio ConsultingThe Financial Services Network

  • Jeremy Olen, CFA

    Managing Partner & Chief Investment OfficerThe Financial Services Network