Business Development

Michael Begley
Platform Consultant
Sophie Croce
Platform Sales Coordinator
Noah Howard, CIMA®
Investment Consultant
Carly Brufke
Associate Platform Consultant
Doug Hughes
Platform Consultant
Jeff Greiner
Platform Consultant
Jason Snyder, CFP®
Investment Consultant
Justin Terman
Investment Consultant
Andrew Babin
Engagement Consultant
Jenna Kepner
Platform Consultant
Pearse Hobson
Platform Consultant
Ryan Steele, CFA®
Investment Consultant
Ryan Schnittker, CFP®
Platform Investment Consultant
Jason Alexander
Platform Investment Consultant
Jeffrey Daigneault
Investment Consultant
Kade Vasi, CPWA®, CIMA®
Investment Consultant
Frank Little
Platform Investment Consultant
Greg Morel
Senior Investment Consultant
Robert A. Schlegel
SVP, Co-Head of National Sales
Connor Thompson
Platform Investment Consultant