Executives Larry M. Elkin, CPA, CFP® President Paul Jacobs, CFP®, EA Managing Vice President Eric Meermann, CFP®, CVA, EA Senior Vice President Benjamin Sullivan, CFP®, CVA, EA Senior Vice President Chief Investment Officer David Walters, CPA, CFP® Senior Vice President Melinda Kibler, CFP®, EA Vice President Rebecca Pavese, CPA Vice President Linda Field Elkin Director of Marketing Director of HR Jeffrey Howard Director of Technology Managers Thomas Walsh, CFP® Senior Client Service Manager Brianna Aviles, CFP® Client Service Manager Kasey Radney, CFP® Client Service Manager Stephen Grady III Financial Planning Manager Ashley Luhmann Financial Planning Manager Lesley Oberstadt 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 Victoria Dubuc Accountant Aden Ben-Saadon Client Service Associate Irene Castro Céspedes, CPA Client Service Associate Alyssa Drowne Administrative Associate Jake Luhmann Administrative Associate Brittany Sebastiao Administrative Associate HOME
