Executives Larry M. Elkin, CPA, CFP® President Paul Jacobs, CFP®, EA Managing Vice President Eric Meermann, CFP®, CVA, EA Senior Vice President David Walters, CPA, CFP® Senior Vice President Benjamin Sullivan, CFP®, CVA, EA Vice President Chief Investment Officer Linda Field Elkin Director of Marketing Director of HR Jeffrey Howard Director of Technology Rebecca Pavese, CPA Director of Tax Practice Managers Melinda Kibler, CFP®, EA Senior Client Service Manager Thomas Walsh, CFP® Senior Client Service Manager Brianna Aviles, CFP® Client Service Manager Kasey Radney, CFP® Client Service Manager Stephen Grady III Financial Planning Manager Ashley Luhmann Financial Planning Manager Lesley Oberstadt Financial Planning Manager Chief Compliance Officer Pascale Leon-Bocchino Administrative Manager Accounting Melissa DiNapoli Administrative Manager Marketing and HR Cristina Galante Administrative Manager Facilities Amy Laburda Administrative Manager Editorial and Social Media Associates Victoria Dubuc Accountant Alyssa Drowne Administrative Associate Jake Luhmann Administrative Associate Brittany Sebastiao Administrative Associate HOME
