Our Team

Team Members In

Integration Team

Zach Chubbuck

Director, Project Manager

Matt Dunn

CFA, CSCP

Chief Compliance Officer

Shaun Kapusinski

Senior Director, Technology / Infrastructure Onboarding

Jennifer Koch

Senior Vice President, Head of Organizational Development

John Marchand

CFP®, ChSNC®

Senior Vice President, Head of Advisor Training and Development

Michael Mordoh

Vice President, Head of Operations

Tom Neroni

Head of Advisor Integrations and Operations

Heather Walters

Vice President, Client Service & Process Innovation Lead

Heather Welsh

CFP®, AEP®

Senior Vice President, Wealth Planning Department Leader

John Wiler

Senior Vice President, Head of Integration Management Office