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Always On Point Meet our Operations Team

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    More about Alex

    Alex Aitken, FPQP™

    CLIENT SERVICE ASSOCIATE

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    More about Cindy

    Cindy Beale

    Senior Client Service Associate

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    More about Juli

    Juli Blum

    Client Development Manager

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    More about Wendy

    Wendy Borden

    Administrative Assistant

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    More about Laura

    Laura Carr

    PRINCIPAL, CHIEF ADVISORY OFFICER

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    More about Gosia

    Gosia K. Elashmawy, CFP®

    Advisory Strategy Manager, Financial Advisor

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    More about Courtney

    Courtney Evans

    Portfolio Accountant

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    More about Dan

    Dan Feeser

    Director of Investment Reporting

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    More about Tammy

    Tammy Galusky

    Client Service Associate

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    More about Susan

    Susan Gleason

    Controller

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    More about John

    John Goodman

    Client & Investment Operations Manager

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    More about Marsha

    Marsha Gray

    Senior Operations Associate

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    More about Michael

    Michael Green

    Client Service Associate

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    More about Sarah

    Sarah Jones

    Senior Client Service Associate

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    More about Mela

    Mela Kuzmenko

    Operations Associate

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    More about Paul

    Paul Lamari, JD

    General Counsel, Chief Compliance Officer

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    More about Bryan

    Bryan Lopez, CFA®

    Principal, Chief Financial Officer, Senior Portfolio Manager, Shareholder

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    More about Ken

    Ken Myers

    Client & Investment Operations Manager

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    More about Joan

    Joan Ranucci

    CLIENT SERVICE ASSOCIATE

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    More about Te'Chera

    Te'Chera St. Rose, SHRM-CP

    HR Business Partner

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    More about Betsy

    Betsy Thropp

    Administrative Assistant

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    More about Todd

    Todd Wickwire

    CHIEF EXECUTIVE OFFICER, SHAREHOLDER

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    More about Jackie

    Jackie Williams

    Senior Portfolio Accountant

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    More about Dorothy

    Dorothy Zimmerman

    Senior Client Service Associate

Focused solely on families  Whom We Help Ownership spanning three generations Meet our Team
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