Our TEAM

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LEADERSHIP TEAM

Tim Mihok

Tim Mihok, CPA

Chief Financial Officer

Michael Derins

Michael Derins

Advisory Board Member

THE TEAM

Alexandra Eigo

Alexandra Eigo

Office Experience Coordinator

Andrew Matusik

Andrew Matusik

Client Service Associate

Cesidio Colasante

Cesidio Colasante

Business Development Associate

Donna Coghlan

Donna Coghlan

Client Success Manager​

Erin Eliason

Erin Eliason, AIF®

Director, Retirement Plan Services

Gary Diegert

Gary Diegert, CFA

Director of Investment Strategy​​​​

Greg Johnson

Greg Johnson, CFA, CFP®

Associate Financial Planner

Jason Salmon

Jason Salmon, CFP®

Senior Financial Planner

Khristopher Torres

Khristopher Torres

Investment Operations Manager

Kristen Miller

Kristen Miller

Client Service Associate

Mark Rossi

Mark Rossi

Investment Operations Analyst

Sean DeBarberie

Sean DeBarberie, CFP®

Associate Financial Planner

Steve Hutchison

Steve Hutchison, CPA, CVA

Director, Business Planning

Theresa Martin

Theresa Martin

Director, Talent & Culture