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 Senior Vice President David Walters, CPA, CFP® Senior Vice President Benjamin Sullivan, CFP®, CVA, EA Vice President Chief Investment Officer Linda Field Elkin Director of Marketing Director of HR Jeffrey Howard Director of Technology Rebecca Pavese, CPA Director of Tax Practice Managers Melinda Kibler, CFP®, EA Senior Client Service Manager Thomas Walsh, CFP® Senior Client Service Manager Stephen Grady III Financial Planning Manager Ashley Luhmann Financial Planning Manager Lesley Oberstadt 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 Brianna Aviles, CFP® Senior Client Service Associate Kasey Radney, CFP® Senior Client Service Associate Victoria Dubuc Accountant Alyssa Drowne Administrative Associate Jake Luhmann Administrative Associate Brittany Sebastiao Administrative Associate HOME
