EXECUTIVE TEAM

David Spano, CFP®
President, CEO

Naomi Ackley
Chief Compliance Officer

Derek V.W. Felske, CFA®
Chief Investment Officer

Mark Beck
Chief Growth Officer

Melissa Case
Chief Financial Officer

Greg Batiansila
Managing Director of Marketing

Steve Dryer
Managing Director of Operations
COMPLIANCE

Nikki Trudell
Compliance Specialist

John Thompson
Compliance Specialist

Simon Rech
Compliance Specialist
HUMAN RESOURCES

Ondine Wallinger, SPHR®
Human Resources Manager
INFORMATION TECHNOLOGY

Jim Blahnik
Director of IT

Robert Kelly
IT Manager
ANALYTICS

Jack Hauser, CFP®
Data & Analytics Manager

Noi Sayaovong
Project & Data Analyst Specialist

David Fono
Project & Data Analytics Specialist

Jonathan Friedl
Salesforce Administrator
OFFICE ADMINISTRATORS

Brenda Doucas
Administrative Coordinator

Tirzah Cook
Administrative Assistant

Linda Bork
Office Administrator

Kristen Fagan
Office Administrator

Sandy Kieffer
Office Administrator

Bailey Kolinski
Office Administrator

Lauren Manna
Office Administrator
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