Broker Check

Our Associates


Jena Schuster, MBA

Chief Investment Officer



Responsiblites Chief Investment Officer – Jena heads up our office's investment advisory committee. The committee meets regularly to discuss economic and market trends as well as identify investment opportunities for the...

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Craig Cooper

CEO, Rincon Pacific Management

Leonard Moulin, III, CFA



Responsibilities Group Plan Manager – Lenny works with our growing network of Business Clients to develop, administer and manage a wide range of group retirement plans including, 401(k) retirement plans, 403(b) retirement plans,...

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Rebecca Briggs

Director of Client Relations



Rebecca has thirteen years of industry experience, having worked twelve years as the Operations Manager for Bartnick Financical Group, Inc. Her duties include supporting Jena and ensuring all office operations run smoothly and...

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Cindy Littner

Client Services Manager, Rincon Pacific Management