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Executives

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Bill Koehler, AIF ®

Chief Executive Officer

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Michael Neal

Chief Financial Officer

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Bill Collins, AIF ®

Chief Compliance Officer

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David Rao

Chief Insurance Officer

Management

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Anthony Mennella

Director of Business Advisory Services

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Katie Morey

Director of Operations

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Ali Okoh

Director of Quality Assurance

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Patrick McKeever

Director of Technology

Our Team

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Daniel Fithian

Business Advisor

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Nicole Salazar

Accounting Assistant

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Kristoffer Ladaga

Client Service Representative

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Melina Serrao

Business Advisor

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Psyche Marie Padas

Accounting Assistant

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Honey Mae Bulawan

Client Service Representative

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Jacob Schelin

Business Advisor

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Chris Laurente

Client Service Representative

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Gibbi Zapatos

Client Service Representative

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Benjamin Ng

Business Advisor

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Kori Familiar

Client Service Representative

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Ashtan Jasinski

Referral Provider Manager

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Annie Ainslie

Senior Client Relationship Manager/Marketing

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Janella Malahay

Executive Assistant

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Will Duckett

Assistant Director of Business Advisory Services

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John Ottomano

Director of Research & Development

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Kori Familiar

Client Relationship Manager I

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Ashley Powell

Client Enrollment Manager

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Vanilyn Laresma

Accounting / Project Manager

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Jessica Olive

Benefits Coordinator

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Lenny Cagno

Director of Client Relations/MEC

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