Our Team

Leadership Team

Frank LaRosa

Chief Executive Officer

Stacey Frank

Executive Vice President

JC Young

Executive Vice President

Tina Beck

Chief Marketing Officer

Jim Primiani

Chief Technology Officer

Sean Rogers

Chief Financial Officer

Brian Selfridge

Senior Vice President, Corporate Services

Ben Hassett

Chief Operating Officer

Mike Carroll

Director of Business Development

Vince Leto

Director of RIA Consulting

Joseph Greco

Managing Director, Elite Advisor Successions

Lorye Craver

Payroll & HR Administrator

Carla Wade

Business Development Manager

Transition Consultants

Brantly Blew

Senior Transition Consultant

Bruce Fox

Senior Transition Consultant

Cheryl Knapp

Associate Transition Consultant

Chuck Dixon

Senior Transition Consultant

Damon Forte

Transition Consultant

Domenic Diele

Senior Transition Consultant

Don O’Fee

Regional Market Manager/Senior Transition Consultant

Edward Klug

Senior Transition Consultant

Gregory Kopacz

Senior Transition Consultant

Howard Greenberg

Transition Consultant

Jake Lewing

Senior Transition Consultant

Jason Andrus

Senior Transition Consultant

Julian Chenault

Senior Transition Consultant

Julie Mizerany

Senior Transition Consultant

Ken Walters

Senior Transition Consultant

Kerry Kennelly-Brown

Senior Transition Consultant

Kyle Kroberger

National Market Manager/Senior Transition Consultant

Kaylor Bankler

Assistant Vice President – Corporate Services

Lance Slater

Senior Transition Consultant

Lori Karsch

Associate Transition Consultant

Mike Rubel

Senior Transition Consultant

Nate Mosakowski

Senior Transition Consultant

Peter Quigley

Senior Transition Consultant

Raylene McDowell

Senior Transition Consultant

Thomas Marks

Senior Transition Consultant

Todd Mills

Senior Transition Consultant

Tricia Fischer

Senior Transition Consultant

Trina Johnson

Senior Transition Consultant

David Pestrichello

Senior Transition Consultant

 Marketing Associates

Support Team