OUR TEAM
Welcome to our team of retirement and business strategy experts! We are a group of dedicated professionals who are committed to guiding our clients to achieve their long-term financial goals.
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LEADERSHIP
CARTER LANE
Director Of Sales
LACIE GREENIG
Director of Operations
JUSTIN MANCUSO
Business Strategy Lead
RETIREMENT
BRENNAN FELMAN
Retirement Specialist
ELIJAH HIGHAM
Retirement Specialist
JAXTON BORG
Retirement Specialist
MICAH MINCHOW
Partner Liaison Manager
BUSINESS STRATEGY
ADAM MANCUSO
Business Strategy Consultant
ELIOT LEHRMAN
Business Strategy Consultant
CLIENT ENGAGEMENT
CONNER ANNARINO
Client Engagement Coordinator
PETE GATES
Client Engagement Coordinator
RETIREMENT ADMIN SUPPORT
DAHIANA HERNANDEZ
Transfer Specialist
GABRIELA ROSALES
Account Specialist
HEATHER DELANEY
Onboarding Specialist
BUSINESS STRATEGY ADMIN SUPPORT
DANIELLE WINGROVE
Relationship Manager Team Lead
DON COWGILL
Document Processor
HEIDI BLACKBURN
Relationship Manager
JESS LOPER
Document Processor Team Lead
RACHEL CHRISMAN
Fulfillment Manager