Management Team

Derek Holman, CFP®, AIF®

Co-Founder

Brian Parker, CFP®

Co-Founder

Ryan Parker

Chairman & CEO

Jorge Bernal

Chief Operating Officer

Alan Berkshire

Chief Legal Officer

Megan Glover

Chief People Officer

Justin Mikhalevsky

Chief Product and Technology Officer

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

Chief Client Solutions Officer

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

Chief M&A Partnerships Officer

Jim Mocci

Managing Director, Head of Marketing

Mario Chilin, IACCP®, CCEP®, CSCP

Managing Director, Compliance and Risk

Doug Ireland

Divisional Leader Southern Califorinia

Mike Lay

Divisional Leader Midwest Division

Watts Ha

Divisional Leader Northwest Division

Steven Beals

Divisional Leader Mountain West Division

Bill Corcoran

Divisional Leader East Division

Kelly Shannon

Managing Director, Head of Talent Mangement

Elena Stebakov

Managing Director, Head of Product

Jeffrey Ingraham

Managing Director, Head of Portfolio Strategy

Chrissy Quinn

Managing Director, Client Growth & Partner Channels

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