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Our Team

Shelley Schlossberg CFP®

President

shelley.schlossberg@lpl.com

Shelley Schlossberg is a 35 year veteran in the financial services industry who provides customized investment services & financial planning to a wide range of individuals and businesses. Shelley is a Registered Principal with...

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Soheyla Singer

Administrative Office Manager

Soheyla Singer has been with CastleMountain Financial Services, Inc. since its inception in 2003. She began her financial services career in the banking industry in 1985. Soheyla has extensive experience in customer service and ...

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