Partners
Bill Koehler, AIF ®
Chief Executive Officer
Michael Neal
Chief Financial Officer
Bill Collins, AIF ®
Chief Compliance Officer
David Rao
Chief Insurance Officer
Executives
Anthony Mennella
Chief Strategy Officer
John Ottomano
Director of Tax Credits
Katie Morey
Director of Operations
Will Duckett
Director of Consulting
Ali Okoh
Director of Quality Assurance
Patrick McKeever
Director of Technology
Management
Annie Ainslie
Senior Client Relationship Manager/Marketing
Giovanni Reyes
Referral Provider Manager
Vanilyn Laresma
Accounting Manager
Kori Familiar
Client Relationship Manager
Julianna Maldonado
Affiliate Relationship Manager
Ashtan Jasinski
Referral Provider Manager
Daniel Fithian
Business Advisor
Ben Veliz
Business Advisor
Benjamin Ng
Business Advisor
Chuck Lameirao
Business Advisor
Daniel Muro
Business Advisor
Louis Frank
Business Advisor
Business Advisors
Operations
Jessica Olive
Benefits Coordinator
Honey Mae Bulawan
Client Service Representative
Shane Pe
Client Enrollment Advisor
Chris Laurente
Client Service Representative
Psyche Marie Padas
Senior Accountant
Gibbi Zapatos
Client Service Representative
Nicole Salazar
Accounting Assistant