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Business Development
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Team
Business Development
Kade Vasi, CPWA®, CIMA®
Investment Consultant
Frank Little
Platform Investment Consultant
Greg Morel
Senior Investment Consultant
Robert A. Schlegel
SVP, Co-Head of National Sales
Connor Thompson
Platform Investment Consultant
Jim Way
SVP, Head of Internal Sales
Rob Holmes
Internal Sales Manager
Rick Parker
Investment Consultant
Brian Fitzgerald, CFS®, BFA™
Senior Investment Consultant
Ian Piety
Platform Investment Consultant
Ron Bittone
Engagement Consultant
Zack Dukich
SVP, Co-Head of National Sales
Jordan Rapoport
Investment Consultant
Jarred Sutton
Platform Investment Consultant
Steven Elf
Platform Investment Consultant
Zach Perch, CFP®, BFA™
Senior Platform Investment Consultant
Mark Manos, CFS®
Senior Investment Consultant
Tyler Marlatt, CIMA®
Investment Consultant
Len Oliveri
Engagement Consultant
Austin Spencer
Senior Relationship Manager
