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
Plan Consultants
Josephine Ackerson
Plan Consultant Supervisor
See Bio
Billy Alfonso
Katie Bourret
Michelle Chapman
Debbie Eves
Lisa Gotberg
Jack Hurley
Marc Keating
Jessica King, QKA
Kimberly Langdon
Heather Lantagne
Melissa Levin
Effie Moutogiannis, QKA
Plan Consultant Supervisor
Thomas Rianhard
Susan Rosenberger, QKA
Ali Singleton
Brad Stanley
Plan Distribution Specialists
Jeannine Flugrad
Pat Nelson
Mikia Gray
Janet Lee
Client Services
Lisa Cote
Office Services Supervisor
April Schaefer
Account Relationship Manager
