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Our
Team

Jared Cohen, CAP®, CRPC®

Founder & CEO

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Cindy Mogensen

Chief Compliance Officer

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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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Our
Advisors

Robert Coleman

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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Marilyn Prevoir

Private Wealth Advisor

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Sean Rhodes

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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Kate Seastone

Private Wealth Advisor

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Al Tocman, MBA, CRPC®

Private Wealth Advisor

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