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LEADERSHIP TEAM

THE TEAM

Alexandra Eigo

Alexandra Eigo

Receptionist

Amy Solano

Amy Solano

Associate Financial Planner

Andrew Matusik

Andrew Matusik

Client Service Associate

Cesidio Colasante

Cesidio Colasante

Business Development Associate

Erin Eliason

Erin Eliason, AIF®

Director, Retirement Plan Services

Gary Diegert

Gary Diegert, CFA

Portfolio Manager

Greg Johnson

Greg Johnson, CFA, CFP®

Associate Financial Planner

Kelly Darby

Kelly Darby

Client Service Associate

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