Management

David J. Carroll, MST
Principal, CEO 

David W. Freeley
Principal, President

Jeffrey M. OstrumJeffrey M. Ostrum, CFP
Principal

Jon C. Christie
Managing Director, Midwest


Tracy B. Fitzsimmons, MBATracy B. Fitzsimmons, MBA
Principal

John R. Gilmartin
Principal, COO 

Melvin A. Warshaw, JD, LLM
Principal, General Counsel

Brigette B. DiNicola, CLU, CEBS, FALU, ChFC
Principal

Thomas A. Dee, Jr., MBA
Principal, CFO 

Richard D. Worrell, JD, LLM
Principal 

Joseph A. Kawczenski
Vice President 

Meredith M. Gubitosi
Director, New Business

Karl G. Reinhold, MBA, CLU, ChFC, CFP
Director, Design & Marketing

Marissa A. Cunnane, MBA
Director, Client Service