We congratulate the following Associates on their firm anniversaries:
Jim Modelski, CFS, Partner, Senior Consultant – 22 years
Lindsay Tokar, Officer Operations Manager – 16 years
Jenna Antonelli, Senior Marketing Associate – 5 years
Megan Keithley, Manager of Client Services, The Wealth Office™ – 5 years
Brad Johnson, Senior Performance Analyst, Team Lead – 5 years
Priscilla Tang, Staff Accountant – 5 years
Ryan Walter, Senior Consultant – 5 years
Travis Freitag, CFA, Performance Analyst – 2 years
Guadalupe Gómez, CRPC®, Consultant, The Wealth Office™ – 2 years
Christine Jordan, CFP®, Consultant, The Wealth Office™ – 2 years
Arielle Schwartz, Marketing Associate – 2 years
Bob Ochenkowski, Compliance and Operations Associate – 2 years
Justin Card, Information Technology Associate – 1 year
Sydney Evans, PHR, Human Resources Generalist – 1 year
Paula Romanchuk, CFA, Consultant – 1 year
