Our Team

Team Members In

Integration Team

Al Kantra

Executive Vice President, Head of Advisors & Business Development

Shaun Kapusinki

Senior Director, Technology

Jennifer Koch

Senior Vice President, Head of Organizational Development

Annie McCauley

CFP®

Executive Vice President, Chief Client Experience Officer

Britt Metzner

Strategic Communications Lead

Michael Mordoh

Vice President, Head of Operations

Tom Walsh

Head of Financial Planning & Analytics

Melissa Welch-Phillips

Senior Associate, M&A Operations Specialist

Heather Welsh

CFP®, AEP®

Senior Vice President, Wealth Planning Department Leader