Partners
Bill Koehler, AIF ®
Chief Executive Officer
Michael Neal
Chief Financial Officer
Bill Collins, AIF®
Chief Compliance Officer
David Rao
Chief Insurance Officer
Executives & Directors
Anthony Mennella
Chief Strategy Officer
Katie Morey
Director of Operations
Ali Okoh
Director of Quality Assurance
Patrick McKeever
Director of Technology
John Ottomano
Director of Tax Credits
Lenny Cagno
Director of Client Relations
Will Duckett
Director of Consulting
Management
Annie Ainslie
Senior Client Relationship Manager/Marketing
Vanilyn Laresma
Accounting Manager
Julianna Maldonado
Affiliate Relationship Manager
Ashtan Jasinski
Referral Provider Manager
Giovanni Reyes
Referral Provider Manager
Julia Gebhard
Client Relationship Manager
Kori Familiar
Client Relationship Manager
Business Advisors
Daniel Fithian
Business Advisor
Benjamin Ng
Business Advisor
Daniel Muro
Business Advisor
Louis Frank
R&D Advisor
Ben Veliz
R&D Advisor
Operations
Jessica Olive
Benefits Coordinator
Shane Pe
Client Enrollment Advisor
Psyche Marie Padas
Senior Accountant
Nicole Salazar
Accounting Assistant