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Our
Team

prelaoder
Jared Cohen, CAP®, CRPC®
Cindy Schlanger
Michelle Whiton
Susana Moreno
Stephanie Poche
Ann Clark
Irene Blasetti
Jennifer Reinkraut

Jared Cohen, CAP®, CRPC®

Founder & CEO

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Cindy Schlanger

Chief Compliance Officer

+ About Cindy

Michelle Whiton

Client Relationship Manager

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Susana Moreno

Advisor Support Manager

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Stephanie Poche

Director of Operations

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Ann Clark

Client Onboarding Specialist

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Irene Blasetti

Client Concierge

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Jennifer Reinkraut

Client Services Associate

+ About Jennifer

Our
Advisors

prelaoder
Jay Freeberg, CPA, CFP, CDFA, MBA
David Herrman
Richard Leimgruber
Joseph Madio, CRPC®
Paul Maynor
Dan O’Shea
David Ringler
Jason Savey
Jeremy Schlanger
Nicholas Sutro
Al Tocman, MBA, CRPC®

Jay Freeberg, CPA, CFP, CDFA, MBA

Private Wealth Advisor

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David Herrman

Private Wealth Advisor

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Richard Leimgruber

Private Wealth Advisor

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Joseph Madio, CRPC®

Private Wealth Advisor

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Paul Maynor

Private Wealth Advisor

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Dan O’Shea

Private Wealth Advisor

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David Ringler

Private Wealth Advisor

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Jason Savey

Private Wealth Advisor

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Jeremy Schlanger

Private Wealth Advisor

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Nicholas Sutro

Private Wealth Advisor

+ About Nicholas

Al Tocman, MBA, CRPC®

Private Wealth Advisor

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