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 Client Service Manager Melinda Kibler, CFP®, EA Client Service Manager ReKeithen Miller, CFP®, EA Client Service Manager Rebecca Pavese, CPA Client Service Manager Benjamin C. Sullivan, CFP®, CVA, EA Client Service Manager Thomas Walsh, CFP® Client Service 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 Aline Pitney Client Service Associate Victoria Romaniello Client Service Associate Carnika Major Financial Planning Assistant Ashley Drayer Administrative Associate Lesley Oberstadt Administrative Associate HOME
