Jeff Concepcion

Founder And CEO

John Nichol

Chief Investment Officer / Portfolio Manager

Adam Pollack

Private Wealth Manager

Timothy McKee

Personal Financial Specialist

Klyne McComas

Database Analyst

Kathryn Louttit

Chief Compliance Officer And Legal Counsel

Jennifer K Collins

Director Of Advisory Operations

Jake Tisdale

Junior Advisor

Jon P.

Director Of Regulatory Compliance

Ava Marti

Licensing And Registration Specialist

Chip Parkhurst

Compliance Analyst

Kevin Elvington

Director Of Marketing

Olivia Hughes

Marketing Manager

Heather Meder

Director Of Human Resources

Jeffrey G. Kitzberger

Private Wealth Manager And Partner

Michael Chaffee

Partner

Christopher Radzinski

Director Of Project Management

Autumn Harvey

Investment Operations Manager

Meghan Amorgianos

Transition Specialist

Lindsay Buchholzer Fritz

Director Of Advisor Onboarding