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Your Valuable Team at the Helm

We practice what we preach.  We are actively invested in the market and will continue to be --- for many years to come.

Without this experience, we would just be referencing textbook material and subjective news commentary, and that’s no way to run a business. Our hope for every one of our clients is that after each discussion, you’ll feel more confident and rest assured that your money is here to be an engine of opportunity.

Sean N. Donovan

Registered Representative

Jennifer Kusel Donovan

Registered Representative, Principal

Jennifer began her career working on Capitol Hill for the Joint Economic Committee.  Later she joined a financial public relations firm in NYC working with clients such as Salomon Brothers and American Express.  She began working in the financial advisory business in 2001, earning multiple licenses to sell securities.  Jennifer has learned the business from a genuine and caring person, her father Henry, and looks forward to many years ahead serving her clients.  She is a graduate of Hillsdale College.


Check the background of this advisor on FINRA’s BrokerCheck.