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Kristy Brennan
Graphic Designer and Digital Marketing Specialist
Jeffrey Coron, CIMA®
Head of National Accounts
Patrick Schultz, J.D.
Senior Wealth Planner
Justin Terman
Investment Consultant
Andrew Babin
Platform Consultant
Jenna Kepner
Platform Consultant
Chris Wadley
Client Portfolio Analyst
Dominique Bell
CPM Data Specialist
Steve Versage
Client Portfolio Analyst
Pat Camilli
Client Portfolio Analyst
Aaron Hin
Associate Client Portfolio Analyst
Pearse Hobson
Platform Consultant
Nick Frese
Marketing Tech Specialist
Jack McLane
Platform Consultant
Yash Rane
Associate Client Portfolio Analyst
Shannon Spillman
Distribution Intelligence Administrator
Alison Hodanich
Events Manager
Alena Chau
Marketing Specialist
Kristin Fink
Sr. Marketing Communications Manager
Tom Finnegan
Director of Design and Production
