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your team

Our Leadership Team


Getting It Done

Bailey Sutherland

Chief Growth Officer

Ana Camara

Director of Operations

John Johnson

Chief Strategy Officer

Todd Kuen

Director of Technology, Training and Support

Sue Walsh

Senior Business Analyst

Matthew Grohocki

APMA®, CFS® - PWS Support

Rebecca Mello

Operations Specialist

Sam Gilmour

Operations Specialist

Tricia Hoffman

Operations Specialist

SJ Whittemore

Operations Specialist

Morgan Wood

Operations Specialist

Joel W. Milam

LPL Licensed Administrative Assistant


Furnancial Advisor


Chief Barketing Manager


Office Mutterials Associate


Making It Happen

Chris Magnifico

Marketing Manager

Jessica Irizarry

Director of Social media

Victoria Calvaruso

Director of First Impressions

Wiktoria Gorzelewska

Graphic Designer

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