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Our Team

Executives

Shomari D. Hearn, CFP®, EA : Managing Vice President
Shomari D. Hearn, CFP®, EA
Managing Vice President
Linda Field Elkin : Director of Marketing
Linda Field Elkin
Director of Marketing
Director of HR
Paul Jacobs, CFP®, EA : Vice President
Paul Jacobs, CFP®, EA
Vice President
Chief Investment Officer

Managers

Anthony D. Criscuolo, CFP®, EA : Senior Client Service Manager
Anthony D. Criscuolo, CFP®, EA
Senior Client Service Manager
Melinda Kibler, CFP®, EA : Senior Client Service Manager
Melinda Kibler, CFP®, EA
Senior Client Service Manager
ReKeithen Miller, CFP®, EA : Senior Client Service Manager
ReKeithen Miller, CFP®, EA
Senior Client Service Manager
Rebecca Pavese, CPA : Senior Client Service Manager
Rebecca Pavese, CPA
Senior Client Service Manager
Benjamin C. Sullivan, CFP®, CVA, EA : Senior Client Service Manager
Benjamin C. Sullivan, CFP®, CVA, EA
Senior Client Service Manager
Thomas Walsh, CFP® :
Thomas Walsh, CFP®

Senior Client Service Manager
Stephen Grady III :
Stephen Grady III

Financial Planning Manager
Ashley (Drayer) Luhmann :
Ashley (Drayer) Luhmann

Financial Planning Manager
Kirstie Ward : Financial Planning Manager
Kirstie Ward
Financial Planning Manager
Chief Compliance Officer
Pascale Leon-Bocchino : Administrative Manager
Pascale Leon-Bocchino
Administrative Manager
Accounting
Melissa DiNapoli : Administrative Manager
Melissa DiNapoli
Administrative Manager
Marketing and HR
Cristina Galante : Administrative Manager
Cristina Galante
Administrative Manager
Facilities
Jeffrey Howard : Administrative Manager
Jeffrey Howard
Administrative Manager
Information Technology
Amy Laburda : Administrative Manager
Amy Laburda
Administrative Manager
Editorial and Social Media

Associates

Victoria Dubuc : Client Service Associate
Victoria Dubuc
Client Service Associate
Kasey Radney : Client Service Associate
Kasey Radney
Client Service Associate
Lesley Oberstadt : Financial Planning Assistant
Lesley Oberstadt
Financial Planning Assistant
Alyssa Drowne : Administrative Associate
Alyssa Drowne
Administrative Associate
Jake Luhmann : Administrative Associate
Jake Luhmann
Administrative Associate
Emily Mainguy : Administrative Associate
Emily Mainguy
Administrative Associate

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