Meet Our Team
Since founding the firm in 2004, we have had the privilege of assembling highly qualified team members who have become more than colleagues over the course of our 20+ years together.

Domenic DiPiero

Michelle D. Bennett, AIF®, CFP®

Lucia Abouzeid
Vice President Retirement Plan Consulting

Ellen Arendt
Vice President Retirement Plan Consulting

Nicholas G. Bellia, AIF®, NAPA NQPA
Senior Vice President Retirement Plans

Lauren Goldfarb, AIF®
Senior Vice President Business Development

Armand Iacobellis, AIF®
Vice President Investments

David Kozodoy, AIF®
Senior Vice President Investments

Joseph M. Kyrillos Jr.

Robert J. Milmore, CFA
Senior Vice President Investments

Jenna Pollicino
Senior Vice President Operations

Kate Roselli, CFP®
Vice President Financial Planning

Sara Rothfuss, AIF®
Vice President Retirement Plan Consulting

Joanne Spears, AIF®, CFP®, CRPC®, CSRIC®
Senior Vice President Financial Planning

Ellen Tesler, AIF®
Senior Vice President Investments

Gail Thompson, AIF®
Senior Vice President Retirement Plan Consulting

Jocelyn DeGroote-Venables, AIF®, CFP®
Senior Vice President Financial Planning

Kristine Vining, AIF®
Senior Vice President Retirement Plan Consulting

John Wibbelsman, CFA
Senior Vice President Investments