Matt is the Chief Executive Officer of North Ridge Wealth Planning and a Regional Director of Cetera Advisor Networks. Prior to this, Matt served as COO and head of compliance at North Ridge's predecessor firm, North Ridge Securities...

Dan is the President of North Ridge Wealth Planning and a Regional Director of Cetera Wealth Services, LLC. For 30 years he was the President, CFO and CCO of North Ridge Wealth Planning's broker-dealer predecessor, North Ridge Securities...

Sandy is North Ridge’s Executive VP and is also the firm's product analyst and marketing specialist. She regularly provides our reps with a wide range of practice management tools and product strategy ideas learned through...

Joseph Breakstone is the OSJ Manager at North Ridge Wealth Management, where he has been a key member of the team for over three years. With more than a decade of experience in the financial services industry, Joe brings extensive...

Elizabeth Heron is a seasoned Operations Specialist at North Ridge Wealth Planning LLC, where she has been a cornerstone of the firm’s success for decades. With a deep understanding of operational strategy and a hands-on approach to...

Matthew Ludack is a dedicated financial professional with over 20 years of experience in the financial services industry. He specializes in asset management and strategic investment planning, guiding clients through complex financial...