Robert DiMeo
Chief Executive Officer
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Mark Wetzel
Managing Partner, President
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Chatelaine Achterberg
Consultant
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Gregory Adams
Consultant
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Eileen Allgrove
Senior Consultant, The Wealth Office®
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Mark A. Baker
Regional Director, Senior Consultant
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Douglas Balsam
Managing Partner, Director of
Institutional Consulting
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Jeffrey Benoit
Director of Taft-Hartley Consulting
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Michael Benoit
Managing Partner, Senior Consultant,
The Wealth Office®
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Scott Boulton
Consultant
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Nicholas Breit
Principal, Director of Financial Planning
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Shreya Canakapalli
Senior Consultant
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Jeffrey Capone
Partner, Senior Consultant
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Brian Carlson
Partner, Senior Consultant
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Michael Chase
Partner, Senior Consultant
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Joseph Cortese III
Principal, Senior Consultant
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Polina Rabinovich Crotty
Consultant, The Wealth Office®
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Steven Dufault
Defined Contribution Practice Leader, Senior Consultant
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Colleen Dumke
Consultant,The Wealth Office®
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Michael Emerson
Senior Consultant, The Wealth Office®
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Ahmed Farruk
Regional Director, Senior Consultant
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Jonathon Fellows
Partner, Senior Consultant,
The Wealth Office®
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Bill Fisher
Senior Consultant
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Devon Francis
Partner, Senior Consultant
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Taylor Furmanski
Consultant
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Ryan Gardner
Managing Partner, Senior Consultant
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Laura Gineo
Senior Client Analyst, Team Lead
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Guadalupe Gómez
Consultant, The Wealth Office®
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Michael Goss
Managing Partner, Senior Consultant
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Maura Goulart
Director of Client Analytics (Allocation)
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Lindsay Green
Client Service Associate,
The Wealth Office®
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Sarah Hinman
Senior Consultant, The Wealth Office®
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James Jensen
Partner, Senior Consultant
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Christine Jordan
Consultant,The Wealth Office®
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Jonathan Joseph
Senior Consultant
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Christopher Kachmar
Partner, Chief Market Strategist
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Megan Keithley
Director of Client Services
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Jessica Ludwig
Partner, Associate Director of Institutional Consulting
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Katherine Marino
Director of Client Analytics
(Defined Contribution)
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Carol McShera
Consultant
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James Modelski
Partner, Senior Consultant
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Ryan Murphy
Senior Consultant
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Peter Nadeau
Partner, Senior Consultant
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Adam Newell
Partner, Director of Consulting,
The Wealth Office®
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Kevin O’Brien
Partner, Senior Consultant
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William Parker
Associate Director of Wealth Consulting, The Wealth Office®
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Karen Paulson
Partner, Senior Consultant
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Kathryn Pizzi
Senior Consultant
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Tyler Polk
Partner, Senior Consultant
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Matthew Porter
Managing Partner,
Executive Research Director
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Stephen Proffer
Consultant, Market Strategist
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Eric Ramos
Consultant
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Matthew Rice
Managing Partner,
Chief Investment Officer
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Paula Romanchuk
Consultant
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Jacqueline Rondini
Senior Consultant
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Christopher Rowlins
Partner, Senior Consultant
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Andrew Salak
Senior Consultant, The Wealth Office®
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Brian Samuels
Senior Consultant
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Joseph Scime
Senior Consultant, The Wealth Office®
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Vincent Smith
Partner, Senior Consultant
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Stephen Spencer
Senior Consultant
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Joe Syron
Senior Consultant
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David Thome
Senior Consultant, The Wealth Office®
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Chad Tischer
Partner
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Ryan Tracy
Senior Consultant, The Wealth Office®
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Anthony Tranghese
Managing Partner, Director of Institutional Consulting
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Ryan Walter
Senior Consultant
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Brian White
Senior Consultant
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Leslie Whitney
Partner, Senior Consultant
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Altan Wuliji
Senior Consultant, The Wealth Office®
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