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

Frank Disalvo
Financial Planning Assistant

Carnika Major
Financial Planning Assistant

Ashley Drayer
Administrative Associate

Lesley Oberstadt
Administrative Associate