Jordan Schweiger

Advisory Program Manager

Alex Roe

Director of Strategic Planning

Tricia McFarlane

Client Service Manager

Tara Dillon

Data Entry Specialist

Faina Klyuzman

Advisory Talent Strategist

Doug Lane

Controller

Irene Bond

Executive Assistant to the Senior Leadership Team

Chris Mauriello

Sr. Financial Planning Practice Management Consultant

Leigh Sheldron

Senior Order Operations Specialist

Dana Mantell

Senior Sales Development Representative

Surabhi Vibhuti

Director, Development

Kate Hynson

Elearning Specialist

Elizabeth Wacker

Senior Technical Project Manager

Brett Billingsley

Director Technical Support

Ricky Illigasch

Vice President of Product Management

Stephanie Starr

Benefits and Wellness Strategist

Jon Long

Software Engineer

Frank Tropiano

Head Of Client Services

Bill Burg

Creative Director

Robert P. Amadio

Manager, Client Implementations

Jean-Paul Gooden

Senior Program Manager

Robert Cahill

Advisory Quality Assurance Engineer

Rhonda Bastarache

Client Success Coach

Dan Carr

Director Network Engineering

Rose McWilliams

Sales Development

Joel Ugwuebulem

Advisory QA Analyst

Dan Donahue

Senior Advisory Software Engineer

Adam Buchanan

Vice President of Legal

Moira Bishop

VP, Brand Marketing

Jeff Zenko

Senior Client Success Coach

John Robert Zaums

Development Director

Joe DeRosa

Software Engineering Manager

Brett Tharp

Advisory Live Training Specialist

Jeanne McGill

Software Engineer

Jeffrey Ladd

Quality Assurance Analyst

Christopher Harvey

Senior Advisory Software Engineer, Technical Lead

Pedro B. Coelho

Software Engineer - Simulation and Financial Planning

Ari Kalish

Senior Advisory Software Engineer

Ryan Adam

Technical Support Engineer

Matthew Nesbitt

Manager of Multimedia Design

Nick Cianci

Senior Software Engineer

Chris Marzella

Senior Integration Analyst / Engineer, Salesforce

Jason Jones

Software Engineer

Katheryn Valdez

Account Manager

Alex Rivera

VP Client Support

James Berridge

Client Services Supervisor

Matthew Schulte

Head Of Financial Planning

John Vanderipe

Client Support Manager

Erica Gramm

Senior Digital Designer

Rachel Eccles

Chief Marketing Officer