{"id":96,"date":"2017-09-18T14:36:39","date_gmt":"2017-09-18T14:36:39","guid":{"rendered":"https:\/\/jgua2.scope-development.com\/?page_id=96"},"modified":"2024-08-22T14:46:36","modified_gmt":"2024-08-22T18:46:36","slug":"our-team","status":"publish","type":"page","link":"https:\/\/jgua.com\/about-us\/our-team\/","title":{"rendered":"Our Team"},"content":{"rendered":"\t\t
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Our Team<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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Advisors<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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<\/span>
<\/div>
John<\/span> Ullman<\/span><\/div>
Chief Executive Officer, Founder, Chairman of the Board<\/div>
\"JGUA<\/a>\"LinkedIn<\/a><\/div><\/div><\/div>
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Jason<\/span> Nickerson, CFP\u00ae, EA<\/span><\/div>
President, Chief Operating Officer<\/div>
\"JGUA<\/a>\"LinkedIn<\/a>\"JGUA<\/a><\/div><\/div><\/div><\/span>
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Karen<\/span> Meriwether, CFP\u00ae<\/span><\/div>
Senior Vice President<\/div>
\"JGUA<\/a><\/div><\/div><\/div><\/div><\/span>
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Tom<\/span> Snow<\/span><\/div>
Senior Vice President<\/div>
\"JGUA<\/a><\/div><\/div><\/div><\/span>
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Darren<\/span> Wilcox, CFP\u00ae, J.D.<\/span><\/div>
Senior Vice President, Corporate Secretary & General Counsel<\/div>
\"JGUA<\/a>\"LinkedIn<\/a>\"JGUA<\/a><\/div><\/div><\/div>
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Pete<\/span> Winnett, CFP\u00ae<\/span><\/div>
Senior Vice President<\/div>
\"JGUA<\/a>\"LinkedIn<\/a>\"JGUA<\/a><\/div><\/div><\/div><\/span><\/div><\/span>
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Todd<\/span> Brost, CFP\u00ae<\/span><\/div>
Senior Advisor<\/div>
\"JGUA<\/a>\"LinkedIn\"<\/a>\"JGUA<\/a><\/div><\/div><\/div>
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Kate<\/span> Gerwig, CFP\u00ae<\/span><\/div>
Senior Advisor<\/div>
\"JGUA<\/a>\"LinkedIn<\/a>\"JGUA<\/a><\/div><\/div><\/div><\/span>
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Amanda<\/span> Herrick Smith, CFP\u00ae<\/span><\/div>
Senior Advisor<\/div>
\"JGUA<\/a>\"LinkedIn<\/a>\"JGUA<\/a><\/div><\/div><\/div><\/div><\/span>
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Judith<\/span> Palumbo, CFP\u00ae, J.D.<\/span><\/div>
Senior Advisor<\/div>
\"JGUA<\/a>\"JGUA<\/a><\/div><\/div><\/div><\/span>
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Andrew<\/span> Baron, CFP\u00ae, EA<\/span><\/div>
Advisor & Rhinebeck Branch Manager <\/div>
\"JGUA<\/a>\"LinkedIn<\/a>\"JGUA<\/a><\/div><\/div><\/div>
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Lynda<\/span> Lander, CFP\u00ae<\/span><\/div>
Advisor<\/div>
\"JGUA<\/a>\"LinkedIn<\/a>\"Lynda<\/a><\/div><\/div><\/div><\/span><\/div><\/span>
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Jakob<\/span> Brost, CFP\u00ae, RICP\u00ae, MS<\/span><\/div>
Advisor & Charlotte Branch Manager<\/div>
\"JGUA<\/a>\"LinkedIn<\/a>\"JGUA<\/a><\/div><\/div><\/div>
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Sarah<\/span> E. J. Collier, J.D., CFP\u00ae<\/span><\/div>
Advisor<\/div>
\"JGUA<\/a>\"LinkedIn<\/a>\"JGUA<\/a><\/div><\/div><\/div><\/span>
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Dann<\/span> Coakwell, DMA<\/span><\/div>
Senior Associate Advisor<\/div>
\"JGUA<\/a>\"LinkedIn<\/a>\"JGUA<\/a><\/div><\/div><\/div><\/div><\/span>
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Amber<\/span> Gee, CFP\u00ae<\/span><\/div>
Senior Associate Advisor<\/div>
\"JGUA<\/a>\"LinkedIn<\/a>\"JGUA<\/a><\/div><\/div><\/div><\/span>
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Melissa<\/span> Johnson, CFP\u00ae<\/span><\/div>
Senior Associate Advisor<\/div>
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Scott<\/span> Townsend, CFP\u00ae<\/span><\/div>
Senior Associate Advisor<\/div>
\"JGUA<\/a>\"LinkedIn<\/a>\"Scott<\/a><\/div><\/div><\/div><\/span><\/div><\/span>
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Shawn<\/span> Twigg, CFP\u00ae<\/span><\/div>
Senior Associate Advisor<\/div>
\"JGUA<\/a>\"LinkedIn<\/a>\"JGUA<\/a><\/div><\/div><\/div>
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Alex<\/span> Chacho<\/span><\/div>
Associate Advisor<\/div>
\"JGUA<\/a>\"LinkedIn<\/a>\"Alex<\/a><\/div><\/div><\/div><\/span>
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Derek<\/span> Doyle<\/span><\/div>
Associate Advisor<\/div>
\"JGUA<\/a>\"LinkedIn<\/a>\"Derek<\/a><\/div><\/div><\/div><\/div><\/span>
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Logan<\/span> Dibble<\/span><\/div>
Associate Advisor<\/div>
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Spencer<\/span> Keller<\/span><\/div>
Associate Advisor<\/div>
\"JGUA<\/a>\"LinkedIn<\/a>\"JGUA<\/a><\/div><\/div><\/div>
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Financial Paraplanners<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Rebecca<\/span> Ashley, Financial Paraplanner Qualified Professional\u2122<\/span><\/div>
Financial Paraplanner<\/div>
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Peta<\/span> Bartles, Financial Paraplanner Qualified Professional\u2122<\/span><\/div>
Financial Paraplanner<\/div>
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Paula<\/span> Graham, Financial Paraplanner Qualified Professional\u2122<\/span><\/div>
Financial Paraplanner, Executive Assistant to the President <\/div>
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Heather<\/span> Hayes, Financial Paraplanner Qualified Professional\u2122<\/span><\/div>
Financial Paraplanner<\/div>
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Heather<\/span> Morgan<\/span><\/div>
Financial Paraplanner - 1<\/div>
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Client Services \/ Administrative Team<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Tonya <\/span> Andrysick<\/span><\/div>
Administrative Assistant II<\/div>
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Laura<\/span> White<\/span><\/div>
Administrative Assistant <\/div>
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Administrative Team<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Maryalice<\/span> Condon<\/span><\/div>
Executive Assistant to the CEO & Chairman of the Board<\/div>
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Teresa<\/span> Philip<\/span><\/div>
Administrative Assistant<\/div>
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Nancy<\/span> Curren<\/span><\/div>
Administrative Assistant<\/div>
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Aria<\/span> Brown<\/span><\/div>
Administrative Assistant<\/div>
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Mary<\/span> Potter<\/span><\/div>
Administrative Assistant<\/div>
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Stephany<\/span> Achterberg<\/span><\/div>
Executive Assistant Support & Recruiter<\/div>
\"\"<\/a>\"\"<\/a><\/div><\/div><\/div>
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Compliance<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Jennifer <\/span> Krasnansky<\/span><\/div>
Vice President, Chief Compliance Officer, and Assistant Controller<\/div>
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Corporate Accounting<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Connie<\/span> Malone<\/span><\/div>
Vice President & Controller<\/div>
\"\"<\/a><\/div><\/div><\/div>
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Michelle<\/span> Reilly<\/span><\/div>
Senior Corporate Accounting Associate<\/div>
\"\"<\/a>\"\"<\/a><\/div><\/div><\/div><\/span>
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Debra<\/span> Ribble<\/span><\/div>
Junior Accountant<\/div>
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Clara<\/span> Wray<\/span><\/div>
Corporate Accounting Associate I<\/div>
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Human Resources<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Scott <\/span> Schoonover<\/span><\/div>
Director, Human Resources <\/div>
\"\"<\/a>\"\"<\/a><\/div><\/div><\/div>
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Jessica <\/span> Brown, MBA, SHRM-CP<\/span><\/div>
Senior Human Resources Generalist, Benefits Administrator <\/div>
\"\"<\/a><\/div><\/div><\/div>
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Information Services<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Jennifer<\/span> Bement-Coon<\/span><\/div>
Director of Information Services and Manager of Equity Trading <\/div>
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Autumn<\/span> Cannioto<\/span><\/div>
Senior Information Services Specialist<\/div>
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Kim<\/span> Puffer<\/span><\/div>
Lead Information Services Specialist<\/div>
\"\"<\/a><\/div><\/div><\/div><\/div><\/span>
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Joseph<\/span> Ashton<\/span><\/div>
Information Services Specialist<\/div>
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Emilline<\/span> Hall<\/span><\/div>
Information Services Specialist<\/div>
\"\"<\/a><\/div><\/div><\/div>
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Information Technology<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Wilby<\/span> Jackson<\/span><\/div>
Director of Information Technology<\/div>
\"\"<\/a><\/div><\/div><\/div>
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Joey<\/span> Hoffman<\/span><\/div>
IT Manager<\/div>
\"\"<\/a><\/div><\/div><\/div><\/span>
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Bryan<\/span> Hitchings<\/span><\/div>
IT Help Desk Technician \/ Back-Up Specialist<\/div>
\"\"<\/a><\/div><\/div><\/div>
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Marketing & Communication<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Ryan<\/span> Sargent<\/span><\/div>
Director of Marketing & Communication<\/div>
\"\"<\/a><\/div><\/div><\/div>
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Abby<\/span> Thomas<\/span><\/div>
Marketing Associate II<\/div>
\"\"<\/a><\/div><\/div><\/div>
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Office Cleaning & Maintenance Services<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Paul<\/span> Peck<\/span><\/div>
Facilities Manager<\/div>
\"\"<\/a><\/div><\/div><\/div>
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Dawson<\/span> Peck<\/span><\/div>
Maintenance Assistant<\/div>
\"\"<\/a><\/div><\/div><\/div><\/span>
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Kathleen<\/span> Cole<\/span><\/div>
Cleaning Assistant<\/div>
<\/div><\/div><\/div><\/div><\/span>
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Shawn<\/span> Teeter<\/span><\/div>
Cleaning Assistant<\/div>
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<\/div><\/div><\/div><\/div><\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Operations<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Steve<\/span> Kauffman<\/span><\/div>
Vice President & Director of Operations, Client & User Experience<\/div>
\"\"<\/a>\"\"<\/a><\/div><\/div><\/div>
<\/div><\/div><\/div><\/div><\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Relationship Development<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Jase<\/span> Merrill<\/span><\/div>
Regional Manager, Relationship Development<\/div>
\"\"<\/a>\"\"<\/a>\"\"<\/a><\/div><\/div><\/div>
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Lisa<\/span> Fusco<\/span><\/div>
Regional Manager, Relationship Development<\/div>
\"\"<\/a>\"\"<\/a>\"\"<\/a><\/div><\/div><\/div>
<\/div><\/div><\/div><\/div><\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Securities Research<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Brett <\/span> Winnefeld, CFA\u00ae<\/span><\/div>
Senior Equity Analyst & Project Manager<\/div>
\"\"<\/a><\/div><\/div><\/div>
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Mark<\/span> Abdalla, CFA\u00ae, MBA<\/span><\/div>
Securities Research Analyst<\/div>
\"\"<\/a>\"\"<\/a><\/div><\/div><\/div><\/span>
<\/div>
Dan <\/span> Obrist, CFA\u00ae<\/span><\/div>
Securities Research Analyst<\/div>
\"\"<\/a><\/div><\/div><\/div>
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Security Trading<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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<\/div>
David<\/span> Labato<\/span><\/div>
Director, Security Trading Department<\/div>
\"\"<\/a>\"\"<\/a><\/div><\/div><\/div>
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Meghan<\/span> Gilbert<\/span><\/div>
Trading Assistant<\/div>
\"\"<\/a><\/div><\/div><\/div>
<\/div><\/div><\/div><\/div><\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Tax Services<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t
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<\/div>
Don<\/span> Huff, CPA<\/span><\/div>
Vice President & Director of Client Tax Services<\/div>
\"\"<\/a>\"\"<\/a><\/div><\/div><\/div>
<\/div>
Heidi<\/span> Grimins, EA<\/span><\/div>
Senior Tax Manager<\/div>
\"\"<\/a><\/div><\/div><\/div><\/span>
<\/div>
Carl<\/span> Masler, CPA<\/span><\/div>
Senior Tax Manager<\/div>
\"\"<\/a>\"\"<\/a><\/div><\/div><\/div><\/div><\/span>
<\/div>
Christian<\/span> Perkins, CPA, MBA<\/span><\/div>
Tax Manager<\/div>
\"\"<\/a><\/div><\/div><\/div><\/span>
<\/div>
Anna<\/span> McCarthy, EA<\/span><\/div>
Tax Supervisor<\/div>
\"\"<\/a><\/div><\/div><\/div>
<\/div>
Margaret<\/span> Vogel, EA<\/span><\/div>
Tax Specialist<\/div>
\"\"<\/a><\/div><\/div><\/div><\/span><\/div><\/span>
<\/div>
Chiaki<\/span> Benway, CPA<\/span><\/div>
Tax Preparer<\/div>
\"\"<\/a><\/div><\/div><\/div>
<\/div>
Mary<\/span> McElligott, EA<\/span><\/div>
Tax Specialist<\/div>
\"\"<\/a>\"\"<\/a><\/div><\/div><\/div><\/span>
<\/div>
Tracey<\/span> Albert, EA<\/span><\/div>
Tax Associate<\/div>
\"\"<\/a><\/div><\/div><\/div><\/div><\/span>
<\/div>
Leyah<\/span> Austin<\/span><\/div>
Tax Preparer<\/div>
\"\"<\/a><\/div><\/div><\/div>
<\/div><\/div><\/div><\/div><\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

Our Team Advisors Financial Paraplanners Client Services \/ Administrative Team Administrative Team Compliance Corporate Accounting Human Resources Information Services Information Technology Marketing & Communication Office Cleaning & Maintenance Services Operations Relationship Development Securities Research Security Trading Tax Services<\/p>\n","protected":false},"author":5,"featured_media":39,"parent":16,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"_acf_changed":false,"sync_status":"","episode_type":"","audio_file":"","podmotor_file_id":"","podmotor_episode_id":"","castos_file_data":"","cover_image":"","cover_image_id":"","duration":"","filesize":"","filesize_raw":"","date_recorded":"","explicit":"","block":"","itunes_episode_number":"","itunes_title":"","itunes_season_number":"","itunes_episode_type":"","footnotes":""},"class_list":["post-96","page","type-page","status-publish","has-post-thumbnail","hentry"],"acf":[],"yoast_head":"\nOur Team - John G. 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