Meet Our Team

Client Focused Advisors was founded in 2012 with the purpose of using a team approach to help individuals, families and businesses to manage their wealth and offer protection strategies. Client Focused Advisors has aligned with the independent broker-dealer Royal Alliance to provide a robust offering of investment and insurance solutions. Royal Alliance is part of Advisor Group, one of the largest networks of independent wealth management firms in the United States, with more than 11,000 affiliated advisors.

NYC Financial Advisors

CEO / President, Financial Advisor

Jason is the founder and President of Client Focused Advisors. As a Financial Advisor, he specializes in working with...

Executive Vice President, Financial Advisor

Matthew Hill is one of the Co-Founders of Client Focused Advisors.  He started in the financial services industry over...

Vice President, Financial Advisor

William is the Vice President and one of the founding partners of Client Focused Advisors. Prior to his career in the...

Vice President, Financial Advisor

Brett is also one of the founding partners of Client Focused Advisors and he has been in the industry since 2010. Brett...

Financial Advisor

Cameron works with a wide variety of individuals, families, and businesses to help them obtain their financial goals...

Client Relationship Manager

Samantha handles our client service requests with supreme efficiency and enthusiasm. She thoroughly enjoys communicating...

Client Relationship Manager

Miranda joined Client Focused Advisors in 2017. She handles our client service requests and enjoys communicating...

Financial Paraplanner

Travis provides clients with lifelong protection plans and provides business owners with fitting healthcare programs. He...