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Robert D. Amoruso
CEO & Founder
Robert D. Amoruso
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Edwin R. Kispert III
Co-Founder & Head of Financial Planning
Bre Rekenthaler
Chief Marketing Officer
Erik Oros
Chief Investment Officer
Patrick Norton
Partner
Salim Admon
Partner
Andrew Cuevas
Partner & Managing Director
Joseph Michael
Head of Advanced Markets
Jolie Karunuñgan
Director of Underwriting Services & Operations
Pegah Rahmani
Director of Project Management
Trevor Charlston
Director of Client Services
Amber Boucher
Director of Communications
Caroline Goldsmith
VP, Operations
