Broker Check

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...

Read more

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....

Read more