Staff
I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.
If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.
Scott Martin
Associate Wealth Management Advisor
(212) 819-1800 x2034
Scott is responsible for financial planning analyses and service of client accounts. He received an AB from Cornell University focusing on economics and a Masters of Education from New York University focusing on how people learn economics. Scott has earned his CFP designation. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, Certified Financial Planner and CFP (with flame logo)®, which it awards to individuals who successfully complete initial and ongoing certification requirements.
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Andra Senhouse
Investment Assistant
(212) 819-1800 x6682
Andra is responsible for assistance to clients and provides reports for Scott and Rick to prepare for meetings with clients. She has a BA from CUNY with a major in marketing.
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