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