your team
Our Leadership Team
Jill Batley
President & Chief Compliance Officer
David Wood
Founder & Chief Visionary Officer
Eric Hall
Chief Executive Officer
OPERATIONS
Getting It Done
Bailey Sutherland
Chief Growth Officer
Ana Camara
Director of Operations
John Johnson
Chief Strategy Officer
Kristyn Alexson
Director of Premier Advisor Support
Todd Kuen
Director of Technology, Training and Support
Sue Walsh
Senior Business Analyst
Matthew Grohocki
APMA®, CFS® - PWS Support
Alana Williams
Operations Specialist
Rebecca Mello
Operations Specialist
Sam Gilmour
Operations Specialist
Tricia Hoffman
Operations Specialist
Nancy Parker
Operations Specialist
SJ Whittemore
Operations Specialist
Morgan Wood
Operations Specialist
Joel W. Milam
LPL Licensed Administrative Assistant
Calypso
Furnancial Advisor
Maia
Chief Barketing Manager
Hayden
Office Mutterials Associate
MARKETING
Making It Happen
Sydney Hebert
Director of Opportunities
Michael Kitzman
Director of Talent Acquisition
Faith Zeller
Director of Digital Strategy
Chris Magnifico
Marketing Manager
Silvi Weatherill
Chief Experience Officer
Jessica Irizarry
Director of Social media
Victoria Calvaruso
Director of First Impressions
