EXECUTIVE TEAM

David Spano, CFP®

President, CEO

Naomi Ackley

Chief Compliance Officer

Derek V.W. Felske, CFA®

Chief Investment Officer

Mark Beck

Managing Director of Wealth Management Services 

Melissa Case

Chief Financial Officer

Greg Batiansila

Managing Director of Marketing

Steve Dryer

Managing Director of Operations

COMPLIANCE

David Fono

Compliance Specialist

Nikki Trudell

Compliance Specialist

HUMAN RESOURCES

Erin Reid, PHR

Human Resources Generalist

ANALYTICS

Jack Hauser, CFP®

Data Analyst

Noi Sayaovong

Project & Data Analyst Specialist

Erin Oldenburg

Senior Team Analytics Specialist

OFFICE ADMINISTRATORS

Brenda Doucas

Administrative Coordinator

Linda Bork

Office Administrator

Kristen Fagan

Office Administrator

Jessica Kuenstler

Office Administrator

Diane Tillman

Administrative Assistant

Fill Out The Get Started Form