Our People

Our principals are involved in key decisions.

LEADERSHIP

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Renée Kwok

CFP®, President & CEO

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Dan Kern

CFA®, CFP®, Chief Investment Officer

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Jim Joslin

CFP®, Chairman

CLIENT ADVISORY

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Leann Sullivan

CFP®, Vice President

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Jane Taubner Barney

JD, CFP®, CDFA™ Senior Client Advisor

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Michelle Herd Soufan

CFP®, Senior Client Advisor

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Debra McDonald

CFP®, Senior Client Advisor

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Fred Pryor, Esq.

Consultant

INVESTMENT

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Tom Hudson

CFA®, Director of Investment Research

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Ashley Meany

Trading and Investment Research Associate

CLIENT SERVICE AND OPERATIONS

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Connie Wyllie

Chief Compliance Officer, Director of Client Service & Operations

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Mike Sullivan

Manager of Operations & Business Analytics

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Steven Smith

Senior Client Service Associate

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Megan Benner

Client Service Associate

ADMINISTRATIVE

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Betty Harris

Office Manager

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Jessica Learn

Administrative Coordinator