About
A unique and innovative Financial Services Platform for Financial Advisors and Insurance Agents.
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Org chart
View all (39)Conor Delaney
Founder & CEO
Fred Claghorn
Executive Vice President
Aelish Brooks
Director of Human Resources & Controller
Justinn Nein
Senior Vice President of Real Estate
Nikki Gromis
Director of Transitions
Noah Brooks
Director of Investments
Denise Brochu
Chief Compliance Officer & Director of Advisor Training
Kayla Gettle
Marketing Manager
Timothy Gromis
IT & Facilities Manager
Arianna Perez
Virtual Practice Manager
Ashley R. Schaeffer
Senior Vice President of Project Management
Caitlin Degler
SVP, Business Development
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