Client Services & Operations

Joseph Fusaro, Jr.

Director of Operations

Jason Hart

Operations Manager

Sabina Pinsky

Marketing & Events Specialist

Arvette Reid

Marketing & Outreach Director

Suzanne Bottoms

Practice Manager
AIF®

Zulpikar Iskander

Registered Associate

Elizabeth H. Sharp

Registered Associate
CFP®

Dana Aude

Registered Associate

Michaela Hurtienne

Registered Associate

Grant Colin

Registered Associate

Kelli French

Registered Associate

Kathleen Persak

Registered Associate

Calvin Tseng

Registered Associate

Jackie Kuhns

Registered Associate

Stephanie Mills

Client Services Manager

Joyce Mizuhata

Client Services Manager

Stephanie Perkins

Client Service Manager
AIF®

Natalie Rodgers

Client Service Manager

Sara Hendrix

Client Service Manager

Tammy Patterson

Client Service Manager

Paula Hart

Client Service Associate

Elizabeth Williams

Client Service Associate

Annette Gibson

Client Service Associate

Chris Gardner

Client Service Associate
CFP®, AIF®

Elizabeth Rimio

Client Service Associate

Heather Johnson

Client Service Associate

Rivers Rodriguez

Client Service Associate

Katie O’Neill

Client Service Administrator

Lisa Morig

Client Service Administrator

Gabriella Cajina

Client Service Specialist

Vidya Manickavasagar

Client Service Specialist

Vannara Murphy

Client Service Specialist

Liselotte Richards

Compliance & Operations Specialist

Nicholas Bayz

Operations Associate

Ellen Baldecchi

Operations Associate

Jamison Williams

Visual Marketing Designer