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