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

John Schreppler

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

Carla Wade

Business Development Manager

Senior Business Consultants

Bruce Fox

Private Client Consultant

Brantly Blew

Senior Business Consultant

Chuck Dixon

Senior Transition Consultant

Domenic Diele

Senior Business Consultant

Don O’Fee

Regional Market Manager/Senior Business Consultant

Edward Klug

Business Consultant

Howard Greenberg

Business Consultant

Jake Lewing

Business Consultant

Jason Andrus

Business Consultant

Jay Lenaghan

Senior Business Consultant

Jessica Semien

Senior Business Consultant

John Storz

Business Consultant

Julian Chenault

Business Consultant

Julie Mizerany

Senior Business Consultant

Kerry Kennelly-Brown

Senior Business Consultant

Kyle Kroberger

National Market Manager/Senior Business Consultant

Kaylor Bankler

Assistant Vice President – Corporate Services

Lance Slater

Senior Business Consultant

Lori Karsch

Associate Business Consultant

Louis Bartuzik

Business Consultant

Mike Rubel

Senior Business Consultant

Nate Mosakowski

Senior Business Consultant

Nita Villarreal

Senior Business Consultant

Peter Quigley

Senior Business Consultant

Raylene McDowell

Business Consultant

Todd Mills

Senior Business Consultant

Tricia Fischer

Senior Business Consultant

Trina Johnson

Business Consultant

David Pestrichello

Senior Business Consultant

Business Development Associates

Branding & Digital Marketing Strategy

Steven Weissman

Content & Production Specialist

Lauren Subia

Digital Marketing Specialist

Cassidy Horniak

Client Relationship Coordinator

Victoria Campbell

Digital Marketing Specialist