Org chart
Nathan Mersereau
President
Nathan Mersereau
Collapse
Michael Schmidtke
Chief Operating & Compliance Officer
Alida Gomez
Controller
James Long
Director, Investments
Shams Alsafar
Director, Project Management
Thomas Graney
Senior Wealth Advisor
Edwin Shaw
Senior Wealth Advisor
Michael Carmona
Wealth Advisor
Kent Golightly
Wealth Advisor
Stacey Gomez
Wealth Advisor
Patrick Hannon
Wealth Advisor
Robert Labarbera
Associate Advisor
Sara Frazier
Associate Advisor
Taylor Tucker
Paralegal & Compliance Officer
Amanda Abi-Samra
Marketing Officer
Darlene Clawson
Client Service Administrator
Laurie Coil
Client Service Administrator
Tracey Labrecque
Client Service Administrator
Linda Walter-Ryan
Office Manager/hr Coordinator
Jim Long Cfa, Cfp®, Cmfc®
Director Of Investments
