Neshie oversees the legal and compliance functions of the firm. Prior to joining the firm in 2023, she was Senior Counsel at Pagaya Technologies Ltd. Previous to that, she served as Chief Compliance Officer to Ellevest Inc., BNY Mellon (HedgeMark) and Financial Engines Advisors LLC. Neshie earned a BA in Political Science from the University of Florida and a JD from New York Law School. In her free time, she loves to travel and experience new cultures and foods.
Eva manages the cash application of client payments and is involved in accounts payable and accounts receivable. Prior to joining Fiducient Advisors in 2023, she was an accounting administrator with NBC Sports Chicago. Eva earned a BS degree from National Louis University. She serves as the Financial Secretary for Top Ladies of Distinction and volunteers at the Dr. William Griffin Community Center Food Pantry. In her free time, Eva enjoys traveling and spending time with family and friends.
Melissa is responsible for managing leave of absences as well as firm engagement and culture activities. Additionally, she plays a critical role in our offboarding process and partners with the Director of Human Resources on policy. Prior to joining the firm in 2023, she was Human Resources Generalist with PeoplesBank. Melissa graduated from the University of Phoenix with an associate degree in business administration and has obtained the Recruiter Academy Certification (RACR). She enjoys giving back to the community and serves as a board member on Riverside Industries, an organization dedicated to empowering people with intellectual and developmental disabilities. In her free time, you may find Melissa golfing, gardening or training for her next long-distance run.
Lori supports the Director of Finance and Accounting. Her responsibilities include issuing invoices to clients and auditing them for accuracy and completeness. Prior to joining the firm in 2022, Lori was a Senior Administrative/Accounting Coordinator at Weishaupt America Inc. She attended Illinois State University. In her free time, Lori enjoys running, travel and playing tennis.
Marc is responsible for responding to Request for Proposals and assisting in the planning and execution of various marketing endeavors including proposals, conferences, webinars, email campaigns and website initiatives. Prior to joining the firm, he worked in various marketing roles within the healthcare and software industries. Marc earned a BS degree with a Marketing concentration from Towson University. In his free time, he enjoys working out, playing tennis, cooking new recipes and keeping up with new marketing trends.
Mike is responsible for assisting with the firm’s financial accounting, reporting and analysis. Prior to joining the firm in 2022, he worked at Great Lakes Dental Partners as a Senior Accountant. Mike graduated with a BS in Accounting from Robert Morris University. Out of the office, he enjoys coaching youth and high school age travel baseball teams, attending sporting events, cooking and going for walks with his dog Koda.