Principals:
Douglas Balsam, CIMA®, Director of Institutional Consulting
Michael Benoit, CIMA®, CFP®, Managing Director
Robert DiMeo, CIMA®, CFP®, Managing Director
James Modelski, CFS, Senior Consultant
Matthew Porter, CIMA®, Director of Research Analytics
Matthew Rice, CFA, CAIA, Chief Investment Officer
William Schneider, Managing Director
Chad Tischer, CFP®, Director of Wealth Office Consulting
Institutional Investment Consulting:
Douglas Balsam, CIMA®, Senior Consultant
Linda Coffey, Senior Consultant
Robert DiMeo, CIMA®, CFP®, Senior Consultant
Steven Dufault, CIMA®, Senior Consultant
James Jensen, CIMA®, Senior Consultant
James Modelski, CFS, Senior Consultant
Sam Pollack, Senior Consultant
Matthew Porter, CIMA®, Senior Consultant
Matthew Rice, CFA, CAIA, Senior Consultant
William Schneider, Senior Consultant
Stephen Spencer, CIMA®, Senior Consultant
Brian Carlson, Consultant
Jessica Ludwig, Consultant
Jeff Barrow, Consultant
Jeff Benoit, Director of Taft-Hartley Consulting
Brian White, Associate
The Wealth Office™:
Michael Benoit, CIMA®, CFP®, Managing Director, The Wealth Office™
Chad Tischer, CFP®, Director of Consulting, The Wealth Office™
Jonathon Fellows, CFA, Senior Consultant
Adam Newell, CFA, CFP®, Senior Consultant
Nick Breit, CFP®, Consultant
Deborah Canale, CRPC®, RP®, Consultant
Joe Cortese, Consultant
Alexander Hock, J.D., Consultant
Daniel Konow, Service Associate
Heather Linich, Service Associate
Marketing Media/Sales:
John Palda, CIMA®, Senior VP of Business Development
Terry Sidlow, Buisness Development Consultant
Jenna Friedman, Marketing Associate
Megan McKechnie, Marketing Associate
Firm Professionals:
Scott Blim, Chief Administrative Officer
Laura Krelle, Director of Operations
Susan Lerche, Senior Operations Associate
Cory Riddle, Associate
Patricia Murphy, Manager of First Impressions/Receptionist