Our Team
Leadership Team
Frank LaRosa
Chief Executive Officer
Mari Estenes
Executive Assistant to CEO
Stacey Frank
Chief Revenue Officer, Executive VP of Sales
JC Young
Chief Operating Officer, Executive Vice President
Jim Primiani
Chief Technology Officer
John Schreppler
Chief Financial Officer
Sue Cheema
Chief Information Officer
Joseph Greco
Managing Director, Elite Advisor Successions
Gene Gendek
Director of Branch Development
Tom Richardson
Business Development Manager
Carla Wade
Business Operations Administrator
Senior Business Consultants
Brian Selfridge
Senior Business Consultant
Tricia Fischer
Private Client Consultant
Bruce Fox
Private Client Consultant
Julie Mizerany
Private Client Consultant
Lance Slater
Private Client Consultant
Kaylor Bankler
Senior Business Consultant
Brantly Blew
Senior Business Consultant
Julian Chenault
Senior Business Consultant
Domenic Diele
Senior Business Consultant
Chuck Dixon
Senior Business Consultant
Pat Golden
Senior Business Consultant
Kerry Kennelly-Brown
Senior Business Consultant
Kyle Kroberger
Senior Business Consultant
Sean McMaster
Senior Business Consultant
Todd Mills
Senior Business Consultant
Greg Muir
Senior Business Consultant
John Neyer
Senior Business Consultant
Don O'Fee
Senior Business Consultant
Greg Noble
Senior Business Consultant
Brett Olson
Senior Business Consultant
Peter Quigley
Senior Business Consultant
Mike Rubel
Senior Business Consultant
Dakota Stevens
Senior Business Consultant
Business Development Associates
Linda Cancelli
Megan Flaherty
Spring Washington
Will Shannon
Brand Strategy & Digital Marketing Team
Hannah O'Brien
Creative Content Manager
