Jeff Junior

CEO and Independent Financial Advisor

Rebecca Hollingsworth

Content Creation Manager

Kristina Barasch

Salesforce Assistant

Richard Blumer

Salesforce Administrator

Robin Flynn

Media Coordinator

Amit Kulkarni

Senior Salesforce Developer

Alicia Janowitz

Financial Services Associate

Ryan McCloskey

Technical Architect

Jocelyn Brown

Client Relations Specialist

Diane Woolley

Chief Administrative Officer (cao)

Shane McGreevy

Chief Operating Officer