Our Consulting Professionals

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  • Daniel Weiss President and Chief Executive Officer
  • Steve Hagar Chief Operating Officer
  • Rob Ayers Chief Commercial Officer
  • Kris Welch, CRCM, CAMS Vice President
  • Jeanne Schurott, CAMS Director, Compliance and Strategic Financial Planning
  • Trish Lagodzinski Compliance Director

Our Consulting Professionals

  • Karen Schirmer Senior Advisor
  • Bonnie Brillhart Associate Compliance Professional
  • Lily Sayers Consulting Operations Manager and Associate Compliance Professional
  • Petra Hrachova, CRCM, CAMS Senior Compliance Professional and Training Manager
  • Langley Perry, J.D. Associate Compliance Professional
  • Dennis Lormel Senior Advisor
  • Robert Pasley Senior Advisor
  • Nanette Stanley, CRCM Compliance Director
  • Jill Emerson Senior Compliance Professional
  • James Defrantz, CRCM, CAMS, J.D. Senior Advisor

Professional Staff

  • Grainne Sen Operations and Marketing Manager
  • Iman Boussaada Corporate Development Manager
  • Jeff Bigley Sales and Marketing Associate