Executives
Bill Koehler, AIF ®
Chief Executive Officer
Michael Neal
Chief Financial Officer
Bill Collins, AIF ®
Chief Compliance Officer
David Rao
Chief Insurance Officer
Management
Anthony Menella
Director of Business Advisory Services
Katie Morey
Director of Operations
Ali Okoh
Director of Quality Assurance
Patrick McKeever
Director of Technology
Our Team
Daniel Fithian
Business Advisor
Nicole Salazar
Accounting Assistant
Kristoffer Ladaga
Client Service Representative
Melina Serrao
Business Advisor
Psyche Marie Padas
Accounting Assistant
Honey Mae Bulawan
Client Service Representative
Jacob Schelin
Business Advisor
Chris Laurente
Client Service Representative
Gibbi Zapatos
Client Service Representative
Benjamin Ng
Business Advisor
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Kori Familiar
Client Service Representative
Ashtan Jasinski
Referral Provider Manager
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Annie Ainslie
Senior Client Relationship Manager/Marketing
Janella Malahay
Executive Assistant
Will Duckett
Assistant Director of Business Advisory Services
John Ottomano
Director of Research & Development
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Kori Familiar
Client Relationship Manager I
Ashley Powell
Client Enrollment Manager
Vanilyn Laresma
Accounting / Project Manager
Jessica Olive
Benefits Coordinator
Lenny Cagno
Director of Client Relations/MEC