Steve Anderson
Steve Anderson Director 630-240-7559 vCard
Monica Atwell Consultant 804.521.6007 vCard
Tim Buckler Senior Consultant 804.521.6027 vCard
Jeff Call, CEO, Devyze
Jeff Call Independent Consultant, CEO, Devyze 801.380.8907 vCard
Polly Cordle
Polly Cordle Managing Director 804.521.6023 vCard
Cathleen DePasquale, CRCP Independent Consultant 973.464.4624 vCard
Bill Davis
Bill Davis Director 804.349.7815 vCard
Jay Donlin Director 804.347.0817 vCard
Andrew Favret, Independent Consultant
Andrew A. Favret, Esq. Independent Consultant 504.258.2010 vCard
Jena Glownia Family Office Specialist 804.965.5400 vCard
Ann Griffith, Esq. Managing Director 703.304.2682 vCard
Jeff Harpel Director 717.249.8803 vCard
Jeffrey Hiller
Jeffrey Hiller Managing Director 609.915.4834 vCard
Gray Houghton Senior Consultant 804.521.6004 vCard
Karen Houghton Senior Consultant 804.521.6005 vCard
Ralph Magee Jr. Senior Consultant 804.521.6021 vCard
Pete McAteer Managing Director 804.521.6026 vCard
Theresa Muller Director 540.872.8964 vCard
Greg Orgill, CIO, Devyze
Greg Orgill CTO, Devyze 801.231.1266 vCard
Dave Osborne
Dave Osborne Director 804.501.2211 vCard
Thomas O'Rourke
Thomas O’Rourke Independent Consultant 441.541.5036 vCard
Dean Pelos Director 224.548.9262 vCard
Phillips
Mary Jane Phillips Associate Director 262.853.8321 vCard
Bill Reilly Associate Director 850.728.7034 vCard
Stuart Porterfield Independent Consultant 804.334.7429 vCard
Cindy Rosen Senior Consultant 804.588.5089 vCard
Evan Rosser Director 202.631.0213 vCard
Jim Roth Managing Director 630.730.2638 vCard
Teresa Schafer, Director, Oyster Consulting
Teresa M. Schafer Independent Consultant 646.262.4897 vCard
Joe Sisti Senior Consultant 908.256.0077 vCard
Tom Skibicki Independent Consultant 646.522.2935 vCard
Clark Tucker Director 205.721.0507 vCard
Joe Turner Senior Consultant 804.521.6002 vCard
Wegener
Ed Wegener Managing Director 312.505.2106 vCard
Lance Whittemore Director 804.521.6016 vCard
Mary Catherine Wilck-Pond Associate Director 804.521.6014 vCard

FEATURED CONSULTANT

Lance Whittemore,Director

Lance's career in financial services spans over 15 years and has a wide scope of expertise with RIAs, Broker/Dealers and clearing firms, performing examinations, and audits.

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