Leadership Team

Evan Goldberg

Board Chair, The V Foundation for Cancer Research
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John Thiel

Chair, Don't Ever Give Up Board of Directors; Transformati...
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Marty Gregor

Managing Director, Merrill Lynch Private Wealth Management
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Robert J. Kestenbaum

Regional President, IMA Financial Corp.
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Scott MacDonald

Certified Private Wealth Advisor; Managing Director – UB...
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Monique Porras-Mason

Founder, The Kempington Group
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Bob Rauf, CLU®, ChFC®

Founder, Meridian Financial
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Susan Scott

President and Executive Director, PTMMG
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Rick Snyder

Retired Senior Vice President, Cisco Systems
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Robert Voth

Managing Director, Consumer & Commercial Financial Service...
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David J. Waitrovich

Managing Director, Merrill Private Wealth Management
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Todd Zapolski

Principal, Zapolski Real Estate, LLC
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