ABOUT / TEAM
Get the best of both worlds:
A personal advisor and a full team of professionals
Your Retirement Team
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Jon Good
Manager, Retirement Consulting
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MIKE TRIANA, CRPS®, CPFA
Senior Retirement Solutions Consultant
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ALLEN COHEN, CPFA®
Senior Retirement Solutions Consultant
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JEFF GILLETTE, CPFA®
Retirement Solutions Consultant
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MIKE CLIFFORD, CPFA®
Retirement Solutions Consultant
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BEAU ASBURY, CRC® AIF® QKA®
Retirement Solutions Consultant
Your Research Team
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ANDREW KITCHINGS, CFA®, CAIA, CMT, ERP, FRM
Manager, Investment Due Diligence – Investment Man
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CHRIS FASCIANO
Portfolio Manager, Investment Management and Resea
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SAM MILLETTE
Director, Fixed Income
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ROBERT KANE, CAIA
Manager, Alternatives
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FRED DEBAETS
Portfolio Manager, Fixed Income
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ROB SWANKE, CFA®, CAIA
Senior Research Analyst, Equity
Your Planning Team
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DAVID HAUGHTON, JD
Team Lead, Advanced Planning
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MARTIN BAKER, CFP®
Supervisor, Paraplanning & Advanced Planning Consu
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KRISTA TEEGARDEN, CLU®, CHFC®, CSLP®, NSSA®, CPWA®
Senior Advanced Planning Consultant
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ARIC JACOBSON, JD, LLM, CFP®,CEP
Advanced Planning Consultant
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ELIZABETH MEYER, JD
Advanced Planning Consultant
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RAFAEL BERNARD, CFP®, MSFP®
Advanced Planning Consultant
