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Our Team

Executives

Shomari D. Hearn, CFP®, EA : Managing Vice President<br>Chief Compliance Officer<br> Portfolio Manager
Shomari D. Hearn, CFP®, EA

Managing Vice President
Chief Compliance Officer
Portfolio Manager

Linda Field Elkin : Director of Marketing<br> Director of Human Resources
Linda Field Elkin

Director of Marketing
Director of Human Resources

Paul Jacobs, CFP®, EA : Chief Investment Officer<br>Vice President<br> Portfolio Manager
Paul Jacobs, CFP®, EA

Chief Investment Officer
Vice President
Portfolio Manager

Eric Meermann, CFP®, CVA, EA : Vice President<br> Portfolio Manager
Eric Meermann, CFP®, CVA, EA

Vice President
Portfolio Manager


Managers

Anthony D. Criscuolo, CFP®, EA : Client Service Manager<br> Portfolio Manager
Anthony D. Criscuolo, CFP®, EA

Client Service Manager
Portfolio Manager

Melinda Kibler, CFP®, EA : Client Service Manager<br> Portfolio Manager
Melinda Kibler, CFP®, EA

Client Service Manager
Portfolio Manager

ReKeithen Miller, CFP®, EA : Client Service Manager<br> Portfolio Manager
ReKeithen Miller, CFP®, EA

Client Service Manager
Portfolio Manager

Rebecca Pavese, CPA : Client Service Manager<br> Portfolio Manager
Rebecca Pavese, CPA

Client Service Manager
Portfolio Manager

Laurie Samay, CFP® : Client Service Manager<br> Portfolio Manager
Laurie Samay, CFP®

Client Service Manager
Portfolio Manager

Benjamin C. Sullivan, CFP®, EA : Client Service Manager<br> Portfolio Manager
Benjamin C. Sullivan, CFP®, EA

Client Service Manager
Portfolio Manager

Thomas Walsh, CFP® : Client Service Manager<br> Portfolio Manager
Thomas Walsh, CFP®

Client Service Manager
Portfolio Manager

David Walters, CPA, CFP® : Client Service Manager<br> Portfolio Manager
David Walters, CPA, CFP®

Client Service Manager
Portfolio Manager

Pascale Leon-Bocchino : Administrative Manager
Pascale Leon-Bocchino

Administrative Manager

Melissa DiNapoli : Administrative Manager
Melissa DiNapoli

Administrative Manager

Cristina Galante : Administrative Manager
Cristina Galante

Administrative Manager

Jeffrey Howard : Administrative Manager
Jeffrey Howard

Administrative Manager

Amy Laburda : Administrative Manager
Amy Laburda

Administrative Manager

Ashley Bell : Administrative Manager
Ashley Bell

Administrative Manager


Associates

Ian Herrera : Client Service Associate<br />Investment Analyst
Ian Herrera

Client Service Associate
Investment Analyst

Timothy Meyer : Client Service Associate<br> Investment Analyst
Timothy Meyer

Client Service Associate
Investment Analyst

Stephen Grady III : Financial Planning Assistant
Stephen Grady III

Financial Planning Assistant

Aline Pitney : Administrative Associate
Aline Pitney

Administrative Associate

Kirstie Ward : Financial Planning Assistant
Kirstie Ward

Financial Planning Assistant


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