The Team

Jay has over 30 years’ experience as a financial advisor and prides himself on developing deep relationships with clients so he can provide independent and professional advice.

Karen takes pride in providing personalized service to every client. If she can’t answer your question, she will get back to you the same day. She keeps the office running smoothly and makes sure there’s always coffee.

Providing investment advice since 1986, Peter has assisted numerous families with their retirement planning. Peter has also assisted many small business owners with retirement planning needs such as establishing 401Ks, self-employed...

Brooke Graham is an administrative assistant at Livingston Financial. In this position, Brooke handles client communication, processes new client on-boarding, handles customer service and social media marketing. She serves as an...

Jamie has over 25 years of experience and has been President of HMC Investment Management (previously Hansman McAvoy & Co. Inc.) since 1994. "When I first began in the investment business, I found the big firms to be product pushing...