Our Team
David Bodner, CLU, ChFC
Since 1998, David Bodner has committed himself to educating his clients and strengthening their financial situation. Though he specializes in personal and business retirement plans, David’s expertise extends across a wide...
Joan Mitchell
For over twenty-five years, Joan Mitchell has successfully served clients in the financial services industry. Joan helps ensure the operational efficiency of the firm while working with David to help clients achieve their financial....