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Our People

Lyndsey  Gorham
Lyndsey Gorham

Senior Vice President

Michael Goss
Michael Goss

Chief Revenue Officer, Head of Institutional

Martin Graham
Martin Graham

Vice President, Digital Marketing

Lisa Graham, CFP®
Lisa Graham, CFP®

Assistant Vice President

John Green
John Green

Associate, Data Operations

Rachel Greene, FPQP™
Rachel Greene, FPQP™

Senior Client Service Associate

Wes Gretkowski
Wes Gretkowski

Senior Associate, Onboarding Specialist

Julie Grove
Julie Grove

Assistant Vice President, Client Service

Rob Gryboski
Rob Gryboski

Vice President

Rachel Haberman, CFP®
Rachel Haberman, CFP®

Assistant Vice President

Annie Hall
Annie Hall

Assistant Vice President, Client Service

Holly Happ
Holly Happ

Client Service Associate