Partners
David Wetsman, J.D.
Principal
See Bio
Ron Fishman, QKA
Principal
See Bio
David Beck, CPA, QPA, ERPA
Principal
Director of Administration Services
See Bio
Quynhchau Le, MBA, CPC, QPA, QKA, ERPA
Principal
Manager, Administration Services
See Bio
Bryce Raymond, QPA, QKA, QPFC
Principal
Manager, Administration Services
See Bio
Management
Kathryn (Kat) Schwartz
Business Operations Manager
See Bio
Nicole Deal
Manager
Supervisors
Josephine Ackerson
Plan Consultant Supervisor
See Bio
Effie Moutogiannis, QKA
Plan Consultant Supervisor
Plan Consultants
Billy Alfonso
Katie Bourret
Michelle Chapman
Debbie Eves
Lisa Gotberg
Jack Hurley
Marc Keating
Jessica King, QKA
Kimberly Langdon
Heather Lantagne
Dakota Maher
Thomas Rianhard
Susan Rosenberger, QKA
Ali Singleton
Plan Consultant Assistants
Lisa Berry
Plan Distribution Specialists
Jeannine Flugrad
Mikia Gray
Janet Lee
Donna Zyskowski
Client Services
Lisa Cote
Office Services Supervisor
April Schaefer
Account Relationship Manager
Beth Root
Administrative Assistant
