Our Team

Leadership Team

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Frank LaRosa

Chief Executive Officer

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Stacey Frank

Vice President
Managing Director

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JC Young

Chief Operating Officer

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Tina Beck

Chief Marketing Officer

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Jim Primiani

Chief Technology Officer

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Sean Rogers

Chief Financial Officer

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Kristine Dickinson

Chief of Staff

Executive Assistant to the CEO

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Brian Selfridge

Vice President of Corporate Services, Branch Manager

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Ben Hassett

Director of Recruiting and Branch Development

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Thomas Powers

Director of Business Development

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Mike Carroll

Associate Director of Recruiting and Branch Development

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Lorye Craver

Payroll & HR Administrator

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Carla Wade

Business Development Manager

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Sue Cheema

Salesforce Administrator

Transition Consultants

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Anthony DiMona

Senior Transition Consultant

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Brantly Blew

Senior Transition Consultant

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Bruce Fox

Senior Transition Consultant

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Chuck Dixon

Senior Transition Consultant

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Damon Forte

Transition Consultant

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David Lokai

Divisional Market Director

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Domenic Diele

Senior Transition Consultant

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Don O’Fee

Regional Market Manager/Senior Transition Consultant

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Doug Frank

National Market Director

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Erin Thorn

Senior Transition Consultant

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Gregory Kopacz

Senior Transition Consultant

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Howard Greenberg

Transition Consultant

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Jake Lewing

Senior Transition Consultant

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Jason Andrus

Senior Transition Consultant

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Jeremy Dickstein

Senior Transition Consultant

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Julian Chenault

Senior Transition Consultant

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Julie Engel

Senior Transition Consultant

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Julie Mizerany

Senior Transition Consultant

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Ken Walters

Senior Transition Consultant

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Kerry Kennelly-Brown

Senior Transition Consultant

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Kyle Kroberger

National Market Manager/Senior Transition Consultant

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Kaylor Bankler

Assistant Vice President – Corporate Services

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Lance Slater

Senior Transition Consultant

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Len Murtha

Regional Market Manager/Senior Transition Consultant

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Lori Karsch

Associate Transition Consultant

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Lucas Schall

Senior Transition Consultant

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Mike Rubel

Senior Transition Consultant

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Nate Mosakowski

Senior Transition Consultant

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Peter Quigley

Senior Transition Consultant

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Raylene McDowell

Senior Transition Consultant

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Scott Breault

Regional Market Manager/Senior Transition Consultant

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Thomas Marks

Senior Transition Consultant

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Todd Mills

Senior Transition Consultant

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Tricia Fischer

Senior Transition Consultant

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David Pestrichello

Senior Transition Consultant

Marketing Associates

Support Team

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Frank LaRosa

Chief Executive Officer

Frank LaRosa, CEO of Elite Consulting Partners, is a sought-after industry leader providing transition and recruitment services as well as guidance and advice for financial advisors, wealth management professionals, and entrepreneurs. His expert opinion is frequently quoted in publications including Barron's, Investment News, OnWallStreet, AdvisorHub, and Forbes Business Council. Frank is also the host of the top-rated podcast and YouTube Channel “Advisor Talk with Frank LaRosa”.

frank@eliteconsultingpartners.com

856-316-4651

in

Stacey Frank

Vice President, Managing Director

Stacey has been a valued member of the Elite Consulting Partners team since 2018, during which time she has utilized her more than two decades of recruiting expertise to influence the growth trajectory of Elite Consulting Partners. Among the many Elite Consulting Partners initiatives which have benefited from Stacey's valued insight is the Elite Next Level Process. This first of its kind construct for the financial services industry, utilized by Elite's seasoned team of consultants, guides advisor and firm clients alike towards the opportunities which elevate practice growth and transition advisor goals into reality.

stacey@eliteconsultingpartners.com

856-316-7736

in

JC Young

Chief Operating Officer

JC holds more than 25 years of senior leadership expertise in business development. In particular, JC's capability to serve financial advisors by aligning their practice vision with the ideal recruiting opportunity is in unique alignment with the Elite Consulting Partners mission to transition advisor goals into reality. Additionally, JC's capacity for relationship building and business development is optimally suited to furthering the already rapid growth trajectory of Elite Consulting Partners.

jcyoung@eliteconsultingpartners.com

479-770-8130

in

Tina Beck

Chief Marketing Officer

Tina brings with her more than 25 years experience in senior level marketing positions with specialization in the fields of public relations, media relations, social marketing, copywriting, multimedia campaign development, event management, and specialty promotions. Prior to joining Elite Consulting Partners, Tina worked for more than a decade as a freelance marketing consultant, providing service to distinguished firms within the financial services, construction, real estate, hospitality, and travel industries – among them Elite Consulting Partners.

tina@eliteconsultingpartners.com

570-620-5897

in

Jim Primiani

Chief Technology Officer

James’ career is notable in his dedication to cutting-edge thought leadership in the fields of technology, systems management, cyber security, telecommunications, hardware and software support, and computer systems maintenance. A diligent and detail oriented professional, James spent the last 26 years of his career at Miele serving in the roles of Technical Services Specialist, Technical Services Supervisor, IT Helpdesk Technician, and IT Helpline Manager, respectively.

856-292–9777

in

Sean Rogers

Chief Financial Officer

Sean has achieved a distinguished career with a resume boasting multiple leadership roles in finance punctuated by more than a decade of in-depth financial management and accounting expertise. His vision of how financial and accounting processes can transform an organization are cutting edge and his strategic direction includes specialization in enhanced reporting, financial dashboards, and analytics which offer the necessary insights that allow business owners to grow with data-driving decision-making.

seanrogers@eliteconsultingpartners.com

516.592.3841

in

Kristine Dickinson

Chief of Staff, Executive Assistant to the CEO

Kristine is a proud graduate of Villanova University whose career has been decidedly focused on providing strategic leadership that delivers a distinctive caliber of client service coupled with organizational insight and dynamic operational intelligence. Her resume boasts numerous positions conveying her adept skillset navigating highly matrixed organizations, among them the roles of Director, Strategic Initiatives, AmeriHealth New Jersey Inc; Manager Broker Affairs, Independence Blue Cross; Director, Operational Excellence, Corporate Synergies Group Inc.; Brokerage Manager, Brown & Brown Consulting; and Account Manager, Oxford Health Plans Inc.

KristineDickinson@eliteconsultingpartners.com

856.504.8256

in

Brian Selfridge

Vice President of Corporate Services, Branch Manager

Brian holds significant expertise working with key decision-makers in financial services, from C-suite executives at the largest international conglomerates into the mid-market through main street business owners. Under Brian's oversight, the Corporate Services division offers retained recruiting services and differentiated pay-per-call lead generation service perpetually sourcing financial advisors in transition. Additionally, larger inorganic growth opportunities are regularly sourced like BD and RIA tuck-ins or successions.

brian@eliteconsultingpartners.com

856-258-0447

in

Ben Hassett

Director of Recruiting and Branch Development

Ben has amassed an impressive resume, boasting roles within both the independent and wirehouse space. His previous leadership positions include Internal Regional Director Business Development at LPL Financial and Relationship Manager at Axos Bank. Ben also holds in-the-trenches expertise as a Financial Advisor, with advisor positions during his career at TD Ameritrade, Platinum Wealth Partners Inc., and Morgan Stanley, respectively.

benhassett@eliteconsultingpartners.com

856-412-4550

in

Thomas Powers

Director of Business Development

Thomas’ financial services and leadership expertise is vast, with more than 30 years of experience and a resume punctuated with positions at some of the most storied firms in the industry. Those include Advisor, Sales Manager, and Director at Prudential Financial; Managing Director at New England Financial; Vice President of Business Development at Aviva USA; Division Vice President at Genworth Financial; Senior Vice President, Regional Sales Manager at Comerica Securities Inc.; Vice President, Wealth Management and Insurance at Travis Credit Union; Vice President, Regional Planning Consultant at Fidelity Investments; Senior Vice President Business Development and Complex Manager at B. Riley Wealth Management; and Vice President, Business Development at Triad Advisors.

thomaspowers@eliteconsultingpartners.com

856-807-5770 x 255

in

Mike Carroll

Associate Director of Recruiting and Branch Development

Michael has achieved an impressive financial services industry career, punctuated by leadership positions with an emphasis on business development and advisor engagement. Michael's career highlights include Manager, Franchise Recruiting and Engagement at Ameriprise Financial; Regional Business Development Manager at Korn Ferry Hay Group; Director of Business Development at Great Valley Advisor Group; and Senior Sales Representative and Relationship Management Account Coordinator at Lincoln Financial Distributors.

michaelcarroll@eliteconsultingpartners.com

856-955-1511

in

Lorye Craver

Payroll & HR Administrator

Lorye is a seasoned HR and Payroll management professional with more than two decades of expertise in the field. Her resume boasts payroll and human resources oversight for firms spanning a variety of industries and specialties, among them Valley Forge Investments, Icona Resorts, and United Methodist Homes, in addition to consulting positions within the family real estate and construction space.

Loryecraver@eliteconsultingpartners.com

856.412.4042

in

Carla Wade

Business Development Manager

A proud Texas State University alumnus, Carla has established herself as an administrative powerhouse, optimizing systems, processes, and workflows with particular expertise in the financial services field. Most recently, Carla served for more than six years as Executive Assistant at Hughes & Associates – Placement Partners Inc.

carlawade@eliteconsultingpartners.com

979–255-2414

in

Sue Cheema

Salesforce Administrator

Sue is an information technology and Salesforce expert, with specialization in creating scalable strategies for CRM solutions implementation that amplifies enterprise productivity. Her responsibilities include maintenance and management of Salesforce data and processes, as well as Salesforce automation initiatives to enhance and accelerate the sales growth and overall efficiency of the Elite team.

suecheema@eliteconsultingpartners.com

516-724-6372

in

Anthony DiMona

Senior Transition Consultant

Anthony, a Temple University alumnus, is a seasoned financial executive and entrepreneur, having amassed nearly two decades of experience across multiple sectors of the financial services industry. His resume is punctuated by positions of note in the wholesale and insurance space, among them the roles of Regional Market Director, Moneyguard, at Lincoln Financial Distributors, and Founder of DiMona Insurance Solutions.

AnthonyDimona@eliteconsultingpartners.com

856-412-4801

in

Brantly Blew

Senior Transition Consultant

Brantly has proven himself a rising star in financial services, amassing experience as both a financial advisor and insurance professional during his early career. Among points of distinction, his resume includes roles as Insurance Agent at Present Financial Partners, Financial Services Representative at Northwest Mutual, and Business Development Associate and Internal Regional Director at LPL Financial. A graduate of California State University – Dominguez Hills, Brantly has made it his career mission to provide advisors with the strategic insight necessary to help achieve their goals and realize personal and practice success.

brantlyblew@eliteconsultingpartners.com

619.251.2822

in

Bruce Fox

Senior Transition Consultant

As a seasoned recruiting professional and long-standing Senior Transition Consultant within the Elite Consulting Partners team, Bruce is motivated by achieving optimal transition opportunities for his advisor and firm clients. His ongoing goal is to serve as the bridge connecting advisors and firms to unbiased and actionable opportunities while providing competitive intelligence that ensures a successful transition.

bruce@eliteconsultingpartners.com

215-600-1759

in

Chuck Dixon

Senior Transition Consultant

Chuck is a long-standing Elite Consulting Partners team member with a dedicated focus to carrying out the company mission to provide unparalleled service, unbiased advice, and expert guidance to advisor and firm clients alike. Additionally, Chuck works diligently to ensure his clients' objectives and goals are realized during their due-diligence and transition process.

chuck@eliteconsultingpartners.com

832-371-6801

in

Damon Forte

Transition Consultant

Damon’s resume boasts decades of entrepreneurial experience, including in-the-trenches advisory positions. Most notable is Damon’s tenure at New England Financial, where he served as both financial advisor and estate planner with a primary focus on succession, buy-sell agreements, life insurance, and tax strategies. Having walked in the shoes of a financial advisor, Damon is particularly suited to advocating for and consulting with financial advisors interested in making a move to a new firm partner.

DamonForte@eliteconsultingpartners.com

856-316-4647

in

David Lokai

Divisional Market Director

David’s impressive resume demonstrates his leadership as a seasoned financial services professional, with career highlights that include tenure as Director of Business Development at Gladstone Wealth Group; Regional Sales Manager and Regional Director Financial Planning at PNC; Senior Investments Wholesaler at HSBC Asset Management; and Mutual Funds and Annuity Wholesaler at Wells Fargo Advisors.

davidlokai@eliteconsultingpartners.com

973-487-6054

in

Domenic Diele

Senior Transition Consultant

Domenic has established himself as a leading professional within the financial services industry – a reputation earned through his diligent commitment to a consultative sales approach which establishes relationships and develops business opportunities. Among his many resume highlights are the positions of Vice President Business Consultant at John Hancock Investments, Regional Vice President at RidgeWorth Investments, Regional Sales Director at GW&K Investment Management, and Mortgage Loan Officer at United Mortgage Corp.

domenicdiele@eliteconsultingpartners.com

856.807.5312

in

Don O'Fee

Regional Market Manager/Senior Transition Consultant

Don brings with him a prestigious resume boasting more than four decades of experience in financial services leadership positions. Most recently, Don served for over 16 years as Senior Marketing and Regional Marketing Director, respectively, at Lincoln Financial Group. Other firms of note for which Don has shared his talent include Aim Management/Invesco, Pioneer Mutual Funds, Putnam Investments, and EF Hutton & Co. The immense level of expertise which Don brings to his position of Senior Transition Consultant will inform his interactions with advisors seeking to find their next firm partner with a particularly insightful and nuanced level of industry insight.

don@eliteconsultingpartners.com

561-208-8019

in

Doug Frank

National Market Director

A proud Clemson University alumnus, Doug is the consummate financial services professional whose career boasts leadership positions at some of Wall Street’s most celebrated firms. These include the roles of Regional Vice President at AXA Financial, Regional Marketing Director at Lincoln Financial, Vice President at LPL Financial, Recruiting Director at Ameriprise Financial Services LLC, and Managing Director – National Sales at Gladstone Wealth Partners.

dougfrank@eliteconsultingpartners.com

in

Erin Thorn

Senior Transition Consultant

Erin Thorn is a seasoned recruiting and consulting professional who has earned respect throughout the financial services industry for her client-oriented approach. Prior to joining Elite Consulting Partners, Erin held the position of Executive Recruiter at The Rummage Group, engaging directly with advisors and firms to provide strategic recruiting guidance and insight.

Erinthorn@eliteconsultingpartners.com

571-378-6200

in

Gregory Kopacz

Senior Transition Consultant

Greg has established himself as a top-tier entrepreneurial, sales, and recruiting professional, with more than two decades of leadership experience. Greg is also a devoted public servant, serving as both an EMT and Firefighter in his community since 2011. His resume is distinguished and is punctuated by diverse management roles which include Business Development Manager at Talent Logic Inc., Owner and Founder of Firehouse Meats, and Financial Recruiter at Hughes & Associates – Placement Partners Inc.

gregorykopacz@eliteconsultingpartners.com

832-868-6827

in

Howard Greenberg

Transition Consultant

As a Transition Consultant for Elite Consulting Partners, Howard assists advisors who are looking to move to a new broker- dealer or RIA by narrowing down their pursuit for the best options through a consultative approach. His goal is to support the advisor through all elements of the firm identification and transition process allowing them the ability to focus on their day-to-day advisory responsibilities

howard@eliteconsultingpartners.com

856-203-6577

in

Jake Lewing

Senior Transition Consultant

Jake’s resume boasts a multi-year history of serving in a leadership capacity at top performing firms in the financial services industry. Among his career highlights are the role of Vice President, Private Equity at Capstone as well as the roles of Account Executive, Client Account Coordinator, and Resource Management Specialist at Fisher Investments.

jakelewing@eliteconsultingpartners.com

215.803.9789

in

Jason Andrus

Senior Transition Consultant

Jason is the consummate sales, coaching, and consulting professional with more than two decades of professional experience. Among his career highlights are the roles of Senior Business Development Manager at Redstone Payment Solutions and National Recruiter and Managing Director, respectively, at Hughes & Associates Placement Partners, Inc. Additionally, Jason served honorably for more than seven years in the U.S. Coast Guard.

JasonAndrus@eliteconsultingpartners.com

in

Jeremy Dickstein

Senior Transition Consultant

Jeremy Dickstein's resume boasts more than three decades of leadership experience within financial services, having held distinguished positions at firms representing every industry sector. Among them are Merrill Lynch, Fidelity Investments, Morgan Stanley, Chantico Advisors LLC, Tigress Financial Partners, Lisiten Associates, Spartan Capital Securities LLC, Syren Capital Advisors, LiftForward, Wealth Advisory Group LLC, Aflac, Littlebanc Advisors, and 1West Finance. Additionally, Jeremy’s decidedly advisor-first approach has received acclaim among his peers, and he has personally championed many initiatives which streamlined process while amplifying strategic direction for advisors within the investment and wealth management space.

jeremydickstein@eliteconsultingpartners.com

646.940.9790

in

Julian Chenault

Senior Transition Consultant

Julian is a powerhouse in the financial services recruiting and consulting profession, notable for her reputation as a fearless client advocate and champion for advisor success. Her career boasts more than 30 years of sales and client-facing service experience. Most recently, Julian held the role of Senior Consultant at the Gershman Group. Her approach to transition consulting merges both intellect and process, providing clients with the curated, personal assistance that secures multiple offers.

JulesChenault@eliteconsultingpartners.com

415-420-3917

in

Julie Engel

Senior Transition Consultant

Julie is an experienced recruiter with a demonstrated history of financial services expertise. Her skill sets include coaching, sales, executive search, customer relationship management, and technical recruiting. Among the positions of note on her distinguished resume are Recruiter/Branch Manager/Loan Officer – Private Client Group, Wachovia Bank/Wells Fargo; PNC Bank Recruiter – Corporate & Institutional Banking/Equipment & Vendor Finance, PNC Bank; Vice President – Senior Recruiter -HNW/UHNW/Financial Advisor, Citizens; Vice President – Recruiting Lead – Citi Personal Banking & Wealth Management, Citi.

JulieEngel@eliteconsultingpartners.com

201-788-0251

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Julie Mizerany

Senior Transition Consultant

Julie's expertise in financial services, obtained through her more than decade of experience as a financial advisor, provides her with a unique perspective that informs her role as Transition Consultant at Elite Consulting Partners. Of particular focus for Julie is guiding financial advisors looking to transition their business to a new phase, whether it be a new broker dealer, clearing firm, or a successor that they trust. By applying active listening skills gained while obtaining her Master's Degree in Counseling, Julie learns about her client's business model, needs, and future goals so that she can provide adequate recommendations and collaborates with the advisor throughout the process to ensure a seamless transition.

julie@eliteconsultingpartners.com

205-718-8426

in

Ken Walters

Senior Transition Consultant

Ken is a career financial professional with an impressive resume boasting leadership positions across a diverse spectrum of wealth management and investment enterprises. Among Ken’s many career highlights are the roles of Financial Advisor at Merrill Lynch; Vice President – Investments at UBS and Morgan Stanley; Managing Partner – Atlanta Capital Group; Senior Vice President – Investment Advisor, Director of Recruiting at Register Financial Advisors; Managing Director – Private Wealth Recruiting at San Blas Securities; Chief Investment Officer – Managing Partner at Roadshow Equity Partners; and Chief Investment Relations Officer at Gramarye Media Inc.

Kenwalters@eliteconsultingpartners.com

470-826-3200

in

Kerry Kennelly-Brown

Senior Transition Consultant

Kerry brings with her a wealth of financial services industry recruiting expertise, serving as President and Owner of KB Consulting for more than a decade with a specific concentration in supporting transitions for advisors and firms within the Independent, RIA, and Hybrid spaces. As a seasoned recruiting professional, Kerry has forged strong relationships within the financial services industry which have allowed her to provide a customized and purposeful approach to every financial advisor transition she handles.

kerry@eliteconsultingpartners.com

856-203-6755

in

Kyle Kroberger

National Market Manager/Senior Transition Consultant

In addition to his commendable service as a United States Navy S.E.A.L., Kyle has established a well-regarded career as an award-winning investment management professional and tenacious business developer with a passion for building influential and lasting relationships with financial advisors. Kyle has amassed a distinguished resume, with notable positions of leadership within the financial services industry.

kylekroberger@eliteconsultingpartners.com

856-955-1950

in

Kaylor Bankler

Assistant Vice President - Corporate Services

Kaylor is a serial entrepreneur, who has established himself within the financial services industry as a thought leader in mergers and acquisitions, succession planning, and business strategy. Kaylor’s business acumen and adept leadership skills were forged in his roles as Owner and Managing Partner of Bankler Consulting Group and Principal Owner of Bankler Real Estate Group, LLC. A graduate of Villanova University’s School of Business, Kaylor is a committed life-long learner and takes pride in staying on the cusp of cutting-edge resources and information impacting the financial services industry.

kaylorbankler@eliteconsultingpartners.com

610-229-0580

in

Lance Slater

Senior Transition Consultant

As a long-standing member of the Elite Consulting Partners Senior Transition Consultant team, Lance successfully guides advisors toward the best firm in order to support their business and personal needs. His main goal is to assist the advisor through all aspects of the transition process in order for them to continue focusing on their own clients while successfully moving to a new firm partner.

lance@eliteconsultingpartners.com

856-316-4654

in

Len Murtha

Regional Market Manager/Senior Transition Consultant

Len has achieved a distinguished financial services career with more than two decades spent in leadership positions. Career highlights on Len's impressive resume include Regional Market Director for Lincoln Financial Group, Regional Vice President for Jackson National Asset Management LLC, and Senior Regional Vice President for AXA Distributors. A graduate of Central Connecticut State University with a Bachelor's of Science Degree and a graduate of University of Hartford with a Master's Degree in Business Administration - Finance, Len has dedicated his career to leading teams of financial services professionals to new levels of achievement.

len@eliteconsultingpartners.com

804-665-0845

in

Lori Karsch

Associate Transition Consultant

Lori takes pride in her role connecting advisors with firms that will best support their practice. To that end, Lori assists advisors in narrowing down their search for the most suitable opportunities through a consultative approach and strives to allow her clients enough freedom to concentrate on their practice

lori@eliteconsultingpartners.com

856-203-6599

in

Lucas Schall

Senior Transition Consultant

Lucas Schall has proven himself to be goal-oriented emerging talent in the financial services industry. He previously held the position of Managing Partner at Patriot Consulting Group where his primary focus was on assisting advisors in growing their practices through strategic acquisition opportunities. Lucas is also an adept professional in succession opportunity planning and has a distinguished track record maximizing the equity value of practices for retiring advisors by introducing them to highly sophisticated buyers in his network of contacts. A graduate of Temple University’s Fox School of Business, Lucas is a member of our Nation’s Military and is currently serving as 2^nd Lieutenant in the Army National Guard as an Intelligence Officer.

lucasschall@eliteconsultingpartners.com

717-381-6519

in

Mike Rubel

Senior Transition Consultant

A veteran financial and business services professional with more than four decades of expertise, Mike brings with him a wealth of knowledge and industry gravitas which will afford the advisor and firm clients he works with an extraordinary level of insight. Mike's career trajectory is punctuated by leadership and advisory positions at recognized top firms in the financial services field.

mikerubel@eliteconsultingpartners.com

856-282-5185

in

Nate Mosakowski

Senior Transition Consultant

Nate’s financial services and recruiting expertise is vast and his distinguished resume boasts leadership positions at some of the most notable firms in the industry. Among those positions are the role of Cost Basis Group Manager at UBS, Desk Director at Jackson National Life, Financial Sales Consultant at Allstate, and Regional Recruiting Director at Ameriprise Financial Services.

nate@eliteconsultingpartners.com

615-814-8121

in

Peter Quigley

Senior Transition Consultant

Peter brings with him almost 25 years of expertise as a financial advisor, serving in corporate leadership positions, with a career focus on advising high net worth individuals, families, and corporations with a focus on strategic financial planning. Peter joining the Elite Consulting Partners team is particularly notable as Peter himself tapped Elite Consulting Partners to handle his own transition as part of the Reilly Quigley Wealth Management Group.

peterquigley@eliteconsultingpartners.com

856-955-1949

in

Raylene McDowell

Senior Transition Consultant

Raylene possesses a wealth of financial services expertise with a decided focus on client relationship management and has achieved a reputation for seamlessly combining her communication and management skills to deliver clients the best transition experience possible. Most recently, Raylene held the position of Financial Services Consultant at the Gershman Group.

RayleneMcDowell@eliteconsultingpartners.com

512.201.2443

in

Scott Breault

Regional Market Manager/Senior Transition Consultant

Based in the Greater Boston region, Scott brings with him extensive expertise in the fields of financial services, retirement planning, fixed annuity, insurance, and mutual funds. Most recently Scott operated his own consultancy firm, successfully managing business development and strategic direction for his clients. Prior to that, Scott served in several prominent leadership roles within financial services and insurance, among them the positions of Regional Vice President at Global Atlantic Financial Group and Regional Marketing Director at Lincoln Financial Distributors.

scott@eliteconsultingpartners.com

617-379-6440

in

Thomas Marks

Senior Transition Consultant

Thomas has a distinguished financial services career spanning 27 years. He has worked directly with CIM's institutional partners and co-investors group in order to serve strategic investors including family offices, RIAs, endowments, and foundations and pensions, among others. Other distinguished positions throughout Thomas' career include multiple independent channel leadership positions at some of the country's leading financial services firms, among them IFS Securities, MassMutual, and Lincoln Financial.

thomas@eliteconsultingpartners.com

404-905-2224

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Todd Mills

Senior Transition Consultant

Todd's career in financial services spans nearly two decades and includes leadership positions at prominent companies within the wholesale space, among them Rock Harbor LLC, SunAmerica Retirement Markets, Sun Life Financial, and Lincoln Financial Distributors. Todd's significant industry expertise and ability to understand both the areas of challenge and opportunity for advisors uniquely positions him to achieve the core mission of Elite Consulting Partners - to provide end to end support and consultation to financial advisors considering the benefits of making a transition.

todd@eliteconsultingpartners.com

856-770-2385

in

Tricia Fischer

Chief Marketing Officer

Tricia brings with her decades of expertise through a professional career dedicated to utilizing training, business development, and recruiting as the primary tools to help her clients solve their problems and achieve their goals. A graduate of the University of Delaware, Tricia has maintained the spirit of a perpetual student through her focus on higher-level thinking as a means to advance her own career and serve her clients.

triciafischer@eliteconsultingpartners.com

703-348-6168

in

David Pestrichello

Transition Consultant

David works with clients in areas concerning transitioning to a new broker dealer, investment advisory firm, custodial platform changes, maximizing revenue, increasing head-count, and monetizing the equity within a practice or business through negotiated mergers or simple advisor recruiting deals and packages.

david@eliteconsultingpartners.com

856-316-7730

Our Team

Leadership Team

Frank LaRosa

Chief Executive Officer

Stacey Frank

Vice PresidentManaging Director

JC Young

Chief Operating Officer

Tina Beck

Chief Marketing Officer

Jim Primiani

Chief Technology Officer

Sean Rogers

Chief Financial Officer

Kristine Dickinson

Chief of Staff

Executive Assistant to the CEO

Brian Selfridge

Vice President of Corporate Services, Branch Manager

Ben Hassett

Director of Recruiting and Branch Development

Thomas Powers

Director of Business Development

Mike Carroll

Associate Director of Recruiting and Branch Development

Lorye Craver

Payroll & HR Administrator

Carla Wade

Business Development Manager

Sue Cheema

Salesforce Administrator

Transition Consultants

Anthony DiMona

Senior Transition Consultant

Brantly Blew

Senior Transition Consultant

Bruce Fox

Senior Transition Consultant

Chuck Dixon

Senior Transition Consultant

Damon Forte

Transition Consultant

David Lokai

Divisional Market Director

Domenic Diele

Senior Transition Consultant

Don O’Fee

Regional Market Manager/Senior Transition Consultant

Doug Frank

National Market Director

Erin Thorn

Senior Transition Consultant

Gregory Kopacz

Senior Transition Consultant

Howard Greenberg

Transition Consultant

Jake Lewing

Senior Transition Consultant

Jason Andrus

Senior Transition Consultant

Jeremy Dickstein

Senior Transition Consultant

Julian Chenault

Senior Transition Consultant

Julie Engel

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

Len Murtha

Regional Market Manager/Senior Transition Consultant

Vice President
Managing Director

Ken Walters