Financial Accounting Services President, Fred Karma and Partner and Investment Manager, Nicole Albrecht, are pleased to introduce Bruce Rawdin-Baron, Steven Pollock, and Sean Storck as the newest additions to their team. “Their collective experience in working with individuals and families compliments our approach to providing the highest level of integrity, service and expertise to our clients,” said Nicole.
Bruce has more than 30 years of asset management, financial planning and tax planning experience. Steve and Sean are both CERTIFIED FINANCIAL PLANNER™ professionals (CFP®) with extensive experience in all aspects of financial planning.
“This new partnership allows for us to stay focused in providing you and your family with our comprehensive and meaningful wealth management solutions. We look forward to the opportunity to personally introduce you to Bruce, Steve, and Sean,” Nicole added.