Our Team

Carolyn LaRocco

PRESIDENT / SENIOR CONSULTANT

Chris Wilson

Consultant

Charlie Ambroselli

Private Wealth Advisor

Debora Smith

Chief Financial Officer & Controller

Jon Hurd

Chief Compliance Officer

Jackie Lowe

Chief Operating Officer

Patrick Hines

Senior Managing Analyst

Mitchell O’Berry

Junior Performance Analyst

Ahsan Hennings

Operations Associate

Kailyn McArthur

Operations Associate