Our Top Advisors

 
 

THOMAS J. ARCHER

For over 30 years Tom Archer has been the financial advisor to the wealthiest families in the country. His clients include several Forbes 500 families including 18 billionaires as well as many well-known celebrities and entertainers. Tom also handles over 200 professional athletes, keeping the focus on wealth accumulation, wealth preservation, and asset protection.

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SCOTT J. SILBERT

Scott J. Silbert, President and founder of Creative Planning Strategies (CPS) has built a successful career in the financial services industry since 1981 through a combination of innovative financial strategies and client advocacy. Scott utilizes a unique, three-dimensional approach to viewing money. The benefit of this approach is to generate wealth protection and acceleration strategies that can transform the way clients think about money.

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JIM VAN EPEREN

Jim Van Eperen, Certified Life Underwriter (CLU), has nearly 30 years’ experience as a financial planner and manager in the financial services industry. He joined Raffa Financial Services in 2012.

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KELLY DALY

A dedicated hard working insurance professional who enjoys a full life with family, friends and associates.

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DAVE PELTZ

Experienced Brokerage Director with a demonstrated history of working in the insurance industry.

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MIKE CULVER

Michael S. Culver has over 20 years’ experience as an Agent, Trainer and Wholesaler. Mike began his career with Northwestern Mutual Life Insurance Company as an Agent. Upon leaving NML,

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