
Consultant. Recruiter. Thought leader. Coach. Trainer. Champion for personal growth and a life of congruence.


Howard Diamond
Chief Operating Officer and General Counsel
A legal and business background combined with over a decade of experience in the wealth advisory space.

Jason Diamond
Vice President, Senior Consultant
A unique vantage point that benefits the advisors he counsels—with a combination of knowledge and empathy that few can claim.

Barbara Herman
Senior Vice President
Known for her sound advice, unique perspectives and ability to identify creative solutions.

Deborah Aronson
Manager, Senior Consultant
Transparent communication skills and a personal commitment to understanding the needs and goals of advisors.

Wendy Leung
Senior Consultant
A straightforward and transparent approach grounded in an extensive knowledge of the industry and focused on helping advisors achieve their goals.

Cathy Nichols
Senior Consultant
Honest and authentic with extensive industry knowledge and a unique ability to listen and respond as a fiduciary.

Debbie Wallen
Senior Consultant
Experienced recruiter, counselor, relationship-builder and guide to the landscape with an advisor’s best interest at heart.

Allison Brunwasser
Senior Consultant
Super-organized. Well-informed. A natural synthesizer.

Joshua Tomolak
Senior Consultant
A former Navy Deep Sea Diver who approaches every advisor and business he works with as a “unique mission.”

Shelley Muzio
Director of Office Operations
“If you want to know something about the industry or the organization, ask Shelley.”

Caryl Felicetta
Director of Marketing
The “left and right brain marketer” behind the messaging and the medium.

Donna Riopel
Social/Digital Media Manager
A natural quiet energy—always at the ready to be a team player or to lead the way.

Kelly Griffiths
Sales and Marketing Coordinator
An adaptable perfectionist who understands the importance of conveying the right message.