Robert DiMeo
Chief Executive Officer
View BioMark Wetzel
Managing Partner, President
View BioChatelaine Achterberg
Consultant
View BioGregory Adams
Consultant
View BioEileen Allgrove
Senior Consultant, The Wealth Office®
View BioMark A. Baker
Regional Director, Senior Consultant
View BioDouglas Balsam
Managing Partner, Director of
Institutional Consulting
View BioJeffrey Benoit
Director of Taft-Hartley Consulting
View BioMichael Benoit
Managing Partner, Senior Consultant,
The Wealth Office®
View BioScott Boulton
Consultant
View BioNicholas Breit
Principal, Director of Financial Planning
View BioShreya Canakapalli
Senior Consultant
View BioJeffrey Capone
Partner, Senior Consultant
View BioBrian Carlson
Partner, Senior Consultant
View BioMichael Chase
Partner, Senior Consultant
View BioJoseph Cortese III
Principal, Senior Consultant
View BioPolina Rabinovich Crotty
Consultant, The Wealth Office®
View BioSteven Dufault
Corporate Defined Contribution Practice Leader
View BioColleen Dumke
Consultant,The Wealth Office®
View BioMichael Emerson
Senior Consultant, The Wealth Office®
View BioAhmed Farruk
Regional Director, Senior Consultant
View BioJonathon Fellows
Partner, Senior Consultant,
The Wealth Office®
View BioBill Fisher
Senior Consultant
View BioDevon Francis
Partner, Senior Consultant
View BioTaylor Furmanski
Consultant
View BioRyan Gardner
Managing Partner, Head of Defined Contribution
View BioGuadalupe Gómez
Consultant, The Wealth Office®
View BioMichael Goss
Managing Partner, Senior Consultant
View BioMaura Goulart
Director of Client Analytics (Allocation)
View BioSarah Hinman
Senior Consultant, The Wealth Office®
View BioJames Jensen
Partner, Senior Consultant
View BioChristine Jordan
Consultant,The Wealth Office®
View BioJonathan Joseph
Senior Consultant
View BioChristopher Kachmar
Partner, Chief Market Strategist
View BioMegan Keithley
Director of Client Services
View BioJessica Ludwig
Partner, Associate Director of Institutional Consulting
View BioKatherine Marino
Director of Client Analytics
(Defined Contribution)
View BioCarol McShera
Consultant
View BioJames Modelski
Partner, Regional Director/West
View BioRyan Murphy
Senior Consultant
View BioPeter Nadeau
Partner, Senior Consultant
View BioAdam Newell
Partner, Director of Consulting,
The Wealth Office®
View BioKevin O’Brien
Partner, Senior Consultant
View BioWilliam Parker
Associate Director of Wealth Consulting, The Wealth Office®
View BioKaren Paulson
Partner, Senior Consultant
View BioKathryn Pizzi
Senior Consultant
View BioTyler Polk
Partner, Senior Consultant
View BioMatthew Porter
Managing Partner,
Head of Endowments and Foundations
View BioStephen Proffer
Consultant, Market Strategist
View BioEric Ramos
Senior Consultant
View BioMatthew Rice
Managing Partner,
Chief Investment Officer
View BioPaula Romanchuk
Consultant
View BioJacqueline Rondini
Senior Consultant
View BioChristopher Rowlins
Partner, Senior Consultant
View BioAndrew Salak
Senior Consultant, The Wealth Office®
View BioBrian Samuels
Senior Consultant
View BioJoseph Scime
Senior Consultant, The Wealth Office®
View BioBarrett Scott
Consultant, The Wealth Office®
View BioVincent Smith
Partner, Nonprofit Defined Contribution Practice Leader
View BioStephen Spencer
Senior Consultant
View BioJoe Syron
Senior Consultant
View BioDavid Thome
Senior Consultant, The Wealth Office®
View BioChad Tischer
Partner
View BioRyan Tracy
Senior Consultant, The Wealth Office®
View BioAnthony Tranghese
Managing Partner, Director of Institutional Consulting
View BioRyan Walter
Senior Consultant
View BioBrian White
Senior Consultant
View BioLeslie Whitney
Partner, Senior Consultant
View BioAltan Wuliji
Senior Consultant, The Wealth Office®
View Bio