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Our People

Nataly Sogoloff
Nataly Sogoloff

Chief People Officer

Troy Solland
Troy Solland

Vice President, Advisory Technology

Howard Sontag
Howard Sontag

Managing Director

Carter Spicer
Carter Spicer

Client Service Associate

Mary Stammers, FPQP™
Mary Stammers, FPQP™

Senior Client Service Associate

Martha Staniford
Martha Staniford

Managing Director

Taylor Stathis, CFP®
Taylor Stathis, CFP®

Senior Vice President

Marnie Steigman
Marnie Steigman

Senior Executive Assistant

Solomon Stewart, CFA®
Solomon Stewart, CFA®

Senior Vice President, National Head of Service

Paul Sturm
Paul Sturm

Director, IT

Karla Sturmfels, FPQP™
Karla Sturmfels, FPQP™

Assistant Vice President, Client Service Manager

Michele Suligoj
Michele Suligoj

Senior VP, Director of Data Operations

Benjamin Sullivan, CFP®
Benjamin Sullivan, CFP®

Assistant Vice President