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