Our Team

Team Members In

Integration Team

Al Kantra

Executive Vice President, Head of Advisors & Business Development

Shaun Kapusinski

Senior Director, Technology / Infrastructure Onboarding

Jennifer Koch

Senior Vice President, Head of Organizational Development

Annie McCauley

CFP®

Executive Vice President, Chief Client Experience Officer

Tom Walsh

Head of Financial Planning & Analytics

Heather Welsh

CFP®, AEP®

Senior Vice President, Wealth Planning Department Leader