Management Team

Derek Holman, CFP®, AIF®

Co-Founder/Managing Director

Brian Parker, CFP®

Co-Founder/Managing Director

Ryan Parker

Chief Executive Officer

Patrick Goshtigian, CFA

Executive Chairman

Jorge Bernal

Chief Operating Officer

Alan Berkshire

Chief Administrative Officer and General Counsel

Megan Glover

Chief People Officer

Christopher Toumajian, CPA

Chief Financial Officer

Justin Mikhalevsky

Chief Product and Technology Officer

Erin Voisin, CFP®, EA, MS, CDFA®, ChFC®

Managing Director, Wealth Management Services

Adam Phillips, CFA, CAIA, CFP®

Managing Director, Investments

April Rosenberry, JD, LL.M. in Taxation

Managing Director, Family Office Services

Margaret Jarocki

Managing Director, Partnership Integration

Kyle Miller

Managing Director, M&A Partnerships

Jim Mocci

Managing Director, Head of Marketing

Mario Chilin, IACCP®, CCEP®, CSCP

Managing Director, Compliance and Risk

Matt Crow

Managing Director, Advisory

Watts Ha

Divisional Leader, West

Steven Beals

Divisional Leader, Central/Mountain

Bill Corcoran

Divisional Leader, East

Sherryl Ray

Director, Employee Enrichment

Pankti Shah

Director, Human Resources

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