Peak Performance

Achieve your financial goals with advisors dedicated to innovative wealth solutions and customized investment platforms to protect and grow your assets.

 
SRS CAPITAL ADVISORS

About Us

SRS Capital Advisors is a division of Arax Advisory Partners, LLC, a Registered Investment Adviser. SRS Capital Advisors specializes in customized investment platforms and highly sophisticated wealth planning solutions for high-net worth families and individuals, businesses, and foundations. We deliver Integrated Wealth Management by providing two core groups of services designed to preserve and grow wealth: Asset Management and Integrated Financial Planning.

 

Our People

Portrait of David Simon, Managing Director and Co-Founder of SRS Capital Advisors
David Simon

MANAGING DIRECTOR AND CO-FOUNDER

Portrait of Patrick South, Managing Director and Co-Founder of SRS Capital Advisors
Patrick South

MANAGING DIRECTOR AND CO-FOUNDER

Portrait of Michael Riordan, Managing Director and Co-Founder of SRS Capital Advisors
Michael Riordan

MANAGING DIRECTOR AND CO-FOUNDER

Portrait of Daniel Noven, Managing Director of NFG Division
Daniel A. Noven

MANAGING DIRECTOR OF NFG DIVISION

Portrait of Paul Davis, Portfolio Manager
Paul Davis

PORTFOLIO MANAGER

Portrait of Jeffrey Loehr, Portfolio Manager
Jeffrey Loehr

PORTFOLIO MANAGER

Portrait of Jeffrey Apps, Vice President, Private Client Services
Jeffrey Apps

VICE PRESIDENT, PRIVATE CLIENT SERVICES

Portrait of Patrick Johnson, Vice President, Private Client Services
Patrick Johnson

VICE PRESIDENT, PRIVATE CLIENT SERVICES

Portrait of Brian Chase, Vice President, Private Client Services
Brian Chase

VICE PRESIDENT, PRIVATE CLIENT SERVICES

Portrait of Albert Flores, Vice President, Private Client Services
Albert Flores

VICE PRESIDENT, PRIVATE CLIENT SERVICES

Portrait of Todd Pevarnik, Vice President, Private Client Services
Todd Pevarnik

VICE PRESIDENT, PRIVATE CLIENT SERVICES

Portrait of Gerry Janiczek, Vice President, Private Client Services
Gerry Janiczek

VICE PRESIDENT, PRIVATE CLIENT SERVICES

Portrait of Terry Hall, Vice President, Private Client Services
Terry Hall

VICE PRESIDENT, PRIVATE CLIENT SERVICES

Portrait of Angie Phetteplace, Vice President, Private Client Services
Angie Phetteplace

VICE PRESIDENT, PRIVATE CLIENT SERVICES

Portrait of John Montgomery, Vice President, Private Client Services
John Montgomery

VICE PRESIDENT, PRIVATE CLIENT SERVICES

Portrait of Phil Cook, Director, Private Client Services
Phil Cook

DIRECTOR, CLIENT SERVICE

Portrait of Melissa Seliquini, Director of Financial Operations
Melissa Seliquini

DIRECTOR OF FINANCIAL OPERATIONS

Portrait of Ashley Brichetto, Operations Manager
Ashley Brichetto

OPERATIONS MANAGER

Portrait of Janice Frahm, Financial Operations Manager
Janice Frahm

FINANCIAL OPERATIONS MANAGER

Portrait of Lauren Rogge, Financial Operations Associate
Lauren Rogge

FINANCIAL OPERATIONS ASSOCIATE

Portrait of Ann-Noel Spencer, Wellth Coordinaotor and Counselor Associate
Ann-Noel Spencer

WELLTH COORDINATOR AND COUNSELOR