Team

With a wealth of experience in financial advising and asset management, Roger Gershman brings a unique advantage to the world of financial services recruiting.

Jenny has been an owner and in management for over 35 years in San Francisco. Her experience includes full management & operational duties

Jose has been an Executive Consultant since 2011 working with tier one advisors who have over $3M and assisting them to maximize their potential deal and earnings.

Maria is a Communications and Marketing graduate from Central Missouri State University who began her career in Kansas City…