Mark Mitamura, CMFC®, CRPC®, CRPS®
CEO | Wealth Advisor
David Choi, AIF®, CPFA
Chief Client Officer | Wealth Advisor
Whitney C. Massey, AIF®, CPFA, C(k)P®
Wealth Advisor | Certified 401(k) Professional
Randy R. Zierhut, CLU
Wealth Advisor
Jennifer Lee, Client Services
Client Services Manager
Jennifer Fox, Administrative Services
Administrative Services
Allison Rozell
Relationship Manager
The Integrated Partners Team
Andree Mohr
Chief Implementation Officer
Ann L. Swartz,CLU, ChFC®, CASL, CLF®
Chief Compliance Officer
Becca Zophin
Chief Marketing Officer
Gregory Freeman
Advanced Planning Specialist
Mike Percoskie
Director of Technology
Raymond J. Lucas, Jr., CFP®, CRPC®
Senior Vice President of Financial Planning & Training
Richard E. Austin, JD, LLM, CIMA®
CEPA Executive Director
Steve Kolano, CFA
Chief Investment Officer
William Beaudoin, CFS, CBEC
Vice President of Case Design