197 First Avenue
Meet the Team
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
We also can answer your questions, including:
Our experienced professionals have helped many people just like you with similar issues and concerns.
We specialize in creating an approach that is designed to address your individual situation.
Deborah N. Goodman, CFP®, CPA brings over 20 years of financial planning knowledge and client servicing experience to Goodman Advisory Group, LLC. Deborah is qualified in providing clients with a wide array of financial planning...
Professional Background: In his capacity as a Certified Financial Planner™, Steven M. Goodman, CFP® provides total wealth management strategies for high net worth individuals including access to investment advisory...
Director of Research
Joe Rofino is the Director of Research at Goodman Advisory Group, LLC.
Senior Financial Planning Specialist
Junior Investment Analyst
Client Relationship Associate
Client Service Specialist
In her role as a Client Service Specialist, Selena works closely with the team to ensure we are servicing our clients to the best possible extent. Selena has 8 years of experience in the financial and banking industry. She most...
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.