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Executives

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Michael Neal

Chief Financial Officer

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Bill Collins, AIF ®

Chief Compliance Officer

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Bill Koehler, AIF ®

Chief Executive Officer

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David Rao

Partner | Chief Insurance Officer

Management

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Anthony Menella

Director of Business Advisory Business

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Katie Morey

Director of Operations

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Ali Okoh

Director of Quality Assurance

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Patrick McKeever

Director of Technology

Our Team

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Chris Laurente

Client Service Representative

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Psyche Marie Padas

Accounting Assistant

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Gibbi Zapatos

Client Service Representative

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Kori Familiar

Client Service Representative

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Honey Mae Bulawan

Client Service Representative

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Ashley Powell

Client Relationship Manager II

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Vanilyn Larisma

Bookkeeper / Project Manager

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Annie Ainslie

Client Relationship Manager

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Business Tax Strategy

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