Org chart
Bruce Milam
CEO
Bruce Milam
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Brock Moseley
Founder & Managing Partner
Duncan Rolph
Managing Partner & Owner
Matthew Granski
President
Peter Lowden
CIO
Marla Wooton
CCO & Director of Operations
Stacey Smith
Chief of Staff
Peter Karp
Partner
Trish Oseback
Managing Principal
Jeff Alpert
EVP
Bob Driscoll
MD, Retirement
Antonia Burchman
Director of Growth
Dimitry Farberov
Director of Advanced Planning
Michael Attaway
Director of Investment Services
Jeffrey Jacobs
Senior Advisor
Lawrence Goodfriend
Senior Advisor
Alexander Cyrus
Financial Advisor
Craig Borkovec
Financial Advisor
Grant Johnstone
Financial Advisor
Daniel Tang
Associate Financial Advisor
Mark Patzer
Associate Financial Advisor
Sara Wendt
Investment Advisor
Anderson Lafontant
Advisor
Ben Lake
Advisor
David Bleeck
Advisor
Kyle Breslow
Advisor
Elizabeth Brittain
Operations Associate
Ethan Johnson
Advisor
Suzanne Taylor
Advisor
Taylor Seid
Corporate Development Associate
Lee Henley
Director of Retirement Plan Operations
Robyn Flynn
Director of Insurance Operations
Katie Laplante
Operations Manager
Amy Jones
Operations Associate
Curtis Christian
Operations Associate
Michael Cocom
Operations Associate
Tiffani Halliday
Operations Associate
