Executives Larry M. Elkin, CPA, CFP® President Shomari D. Hearn, CFP®, EA Executive Vice President Chief Operating Officer Paul Jacobs, CFP®, EA Managing Vice President Eric Meermann, CFP®, CVA, EA Vice President David Walters, CPA, CFP® Vice President Linda Field Elkin Director of Marketing Director of HR Jeffrey Howard Director of Technology Managers Anthony D. Criscuolo, CFP®, EA Senior Client Service Manager Chief Investment Officer 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 Stephen Grady III Financial Planning Manager Ashley Luhmann 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 Amy Laburda Administrative Manager Editorial and Social Media Associates Kasey Radney Senior Client Service Associate Victoria Dubuc Accountant Brianna Aviles Client Service Associate Mamie Odom Client Service Associate Lesley Oberstadt Financial Planning Assistant Alyssa Drowne Administrative Associate Jake Luhmann Administrative Associate HOME
