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

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

Chief M&A Partnerships Officer

Jim Mocci

Managing Director, Head of Marketing

Mario Chilin, IACCP®, CCEP®, CSCP

Managing Director, Compliance and Risk

Watts Ha

Divisional Leader, West

Steven Beals

Divisional Leader, Central/Mountain

Bill Corcoran

Divisional Leader, East

Kelly Shannon

Managing Director, Head of Talent Mangement

Elena Stebakov

Managing Director, Head of Product

Jeffrey Ingraham

Managing Director, Head of Portfolio Strategy

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