Dave Kozlowski
CFP®, EA, AIF®
President
Ed Hoppe
CPA, PFS, CFP®, AIF®
Senior Vice President
Julie Waitman
AIF®, CSCP®, IACCP®
Senior Vice President,
Chief Compliance Officer
Will Lagos
CFP®, CHFC®, EA, AIF®
Senior Vice President
Mike Albano
CPA
Vice President
Rachel Meredith
EA
Director of Tax Services
Brian Welch
CFP®
Director of Client Services
Alana Hunt
Associate
Lisa Harris
Associate
Susan Cornett
CPA
Controller
Mike Powers
CPA, PFS, CFP®, AIF®
Vice President
Ben Raikes
CFP®
Senior Financial Planner
Dawn Chenault
Billing Specialist
Theresa Sims
Associate
Michelle Orellana
Financial Planner
Kristin Lindsay
CPA
Financial Planner
Alex Damm
Financial Planner