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Our Team

Executives

Larry M. Elkin, CPA, CFP® : President

Larry M. Elkin, CPA, CFP®

President

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

Shomari D. Hearn, CFP®, EA

Managing Vice President
Chief Compliance Officer

Linda Field Elkin : Director of Marketing<br>Director of HR

Linda Field Elkin

Director of Marketing
Director of HR

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

Paul Jacobs, CFP®, EA

Vice President
Chief Investment Officer

Eric Meermann, CFP®, CVA, EA : Vice President

Eric Meermann, CFP®, CVA, EA

Vice President

Managers

Anthony D. Criscuolo, CFP®, EA : Client Service Manager

Anthony D. Criscuolo, CFP®, EA

Client Service Manager

Melinda Kibler, CFP®, EA : Client Service Manager

Melinda Kibler, CFP®, EA

Client Service Manager

ReKeithen Miller, CFP®, EA : Client Service Manager

ReKeithen Miller, CFP®, EA

Client Service Manager

Rebecca Pavese, CPA : Client Service Manager

Rebecca Pavese, CPA

Client Service Manager

Benjamin C. Sullivan, CFP®, EA : Client Service Manager

Benjamin C. Sullivan, CFP®, EA

Client Service Manager

Thomas Walsh, CFP® : Client Service Manager

Thomas Walsh, CFP®

Client Service Manager

David Walters, CPA, CFP® : Client Service Manager

David Walters, CPA, CFP®

Client Service Manager

Stephen Grady III : Financial Planning Manager

Stephen Grady III

Financial Planning Manager

Kirstie Ward : Financial Planning Manager

Financial Planning Manager

Pascale Leon-Bocchino : Administrative Manager<br>Accounting

Pascale Leon-Bocchino

Administrative Manager
Accounting

Melissa DiNapoli : Administrative Manager<br> Marketing and HR

Melissa DiNapoli

Administrative Manager
Marketing and HR

Cristina Galante : Administrative Manager<br>Facilities

Cristina Galante

Administrative Manager
Facilities

Jeffrey Howard : Administrative Manager<br>Information Technology

Administrative Manager
Information Technology

Amy Laburda : Administrative Manager<br>Editorial and Social Media

Administrative Manager
Editorial and Social Media

Associates

Jeremy Dym : Client Service Associate

Client Service Associate

Max Klein : Client Service Associate

Client Service Associate

Aline Pitney : Financial Planning Assistant

Financial Planning Assistant

Ashley Drayer : Administrative Associate

Administrative Associate