Broker Check

Our Advisory Team

Client Centered

The highly personalized service we provide comes from our team approach. All of our advisors – Andrew, Christina and Louise – along with our “in house” (Stefanie and Samantha) and broker-dealer support staff at Kestra Investment Services, LLC, work in concert with every client. Unlike many big institutional advisors, we know our clients intimately. We hold an equally high regard for all our clients. Inside a big firm, they may set you aside for a bigger client, making you feel like a small fish in a big pond. For us, everybody is a big fish.

When meeting with prospective clients, we work as a team to thoroughly understand your needs and goals. Only then do we draw on our shared experience and combined expertise to design strategies specific to you. If you would like to know more about us individually, please see the short bios below.

Andrew graduated from Johns Hopkins University in 1983 with a Bachelor of Engineering Science degree. While at Hopkins, he was a three year captain of the varsity tennis team after receiving All-State and NJ State Champion honors in...

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Christina is passionate about retirement planning and has been with the Firm since 2005. She is truly dedicated to the clients she works with, providing exceptional service as a top priority with an emphasis on individualized attention. 

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Louise brings over 20 years of consultative-based experience in the financial services industry to the team. Over this time, she has specialized in retirement planning and takes great pride in helping clients realize...

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Stefanie Ponce

Client Service Manager



Stefanie believes that the keys to maintaining long term and meaningful relationships are personalized care and outstanding service. 

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Stephanie went to Lehman College for her Bachelor’s Degree in English with a specialization in Creative Writing. In the years following, she has continued her education online at Southern New Hampshire University, all while...

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