Broker Check


Craig Goldslager

Financial Advisor

(561) 368-3630

Craig is dedicated to providing individuals, families, small businesses and their owners with investment management and asset protection services.

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D. John Ruffa

Disability Insurance Specialist

Throughout his career John has guided his clients through some of the most turbulent economic times since the American Great Depression. John has been there for his clients through the rise and fall of the 1990’s stock market,...

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Roberta Sickerman

Client Relations

Roberta Sickerman joined the team in 2012 and works with Craig assisting in all aspects of the client relationship. She is a point of contact for overall client service regardng new and existing policies, having her license for Life &...

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Tom Leinwol

Investment Specialist

Tom Leinwol is a 26 year veteran in the financial services industry. Prior to his current role, Tom worked as a Regional Vice President for the Dreyfus Corporation, a Regional Vice President for John Hancock Funds and was a Vice...

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