Executives Larry M. Elkin, CPA, CFP® President Shomari D. Hearn, CFP®, EA Managing Vice President Linda Field Elkin Director of Marketing Director of HR Paul Jacobs, CFP®, EA Vice President Chief Investment Officer Eric Meermann, CFP®, CVA, EA Vice President David Walters, CPA, CFP® Vice President Managers Anthony D. Criscuolo, CFP®, EA Senior Client Service Manager Melinda Kibler, CFP®, EA Senior Client Service Manager ReKeithen Miller, CFP®, EA Senior Client Service Manager Rebecca Pavese, CPA Senior Client Service Manager Benjamin C. Sullivan, CFP®, CVA, EA Senior Client Service Manager Thomas Walsh, CFP® Senior Client Service Manager Ashley Drayer Financial Planning Manager Stephen Grady III Financial Planning Manager Kirstie Ward Financial Planning Manager Chief Compliance Officer Pascale Leon-Bocchino Administrative Manager Accounting Melissa DiNapoli Administrative Manager Marketing and HR Cristina Galante Administrative Manager Facilities Jeffrey Howard Administrative Manager Information Technology Amy Laburda Administrative Manager Editorial and Social Media Associates Kasey Radney Client Service Associate Lesley Oberstadt Financial Planning Assistant Alyssa Drowne Administrative Associate Jake Luhmann Administrative Associate Emily Mainguy Administrative Associate HOME
