Managing Director
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Yale Levey
CFP®, CAP®Managing Director NGWP / Lead Financial Planner and Advisor / Individual, Family, Business and Corporate Philanthropy Facilitator
Financial Wealth Division
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Randy Fox
High Net Worth Financial Planning, Tax Planning and Wealth Transfer Solutions
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Bob Simons
Relationship Manager / Operational Support
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Personal Wealth Division
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Scott Farnsworth
Family Philanthropy and Multigenerational Family Governance
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Mary Tomlinson
Family Dynamics and Culture
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Ken Doyle
Individual Personalized Life and Business Coaching
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Lauren Doyle
Individual Personalized Life and Business Coaching
Social Wealth Division
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Susan Caruso Green
Grant Specialist
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Maria Semple
Prospect Research /
Social Media Strategies -
Tonia Papke, MBA
Nonprofit Financial Management
and Reporting -
Vivien Hoexter
Strategic Organization Development
Not-for-Profit Organization Mergers and Acquisitions -
Linda C. Hartley, MBA
Fundraising
Board Development
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