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Executives
Michael Neal
Chief Financial Officer
Bill Collins, AIF ®
Chief Compliance Officer
Bill Koehler, AIF ®
Chief Executive Officer
David Rao
Partner | Chief Insurance Officer
Management
Anthony Menella
Director of Business Advisory Business
Katie Morey
Director of Operations
Ali Okoh
Director of Quality Assurance
Patrick McKeever
Director of Technology
Our Team
Chris Laurente
Client Service Representative
Psyche Marie Padas
Accounting Assistant
Gibbi Zapatos
Client Service Representative
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Kori Familiar
Client Service Representative
Honey Mae Bulawan
Client Service Representative
Ashley Powell
Client Relationship Manager II
Vanilyn Larisma
Bookkeeper / Project Manager
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Annie Ainslie
Client Relationship Manager
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