Our Team

Barry P. Mitchell Jr.

Founder and Managing Director

CRPC®, CRPS®, CAP®

Jenny G. Piche

Managing Director of Client Engagement

Gary J. Raniolo II

Senior Financial Advocate

Maggie B. Smith

Director of Client Experience

Kate M. Bluvol

Chief Operating Officer

Philip A. Johanson

Chief Investment Officer

Russ S. Baker

Financial Advocate

Randi Bergtraum

Client Advocate

Tom G. Elliott

Associate Financial Advocate

Jennifer M. Galli

Client Advocate

Matt J. Giller

Financial Advocate

Melissa Holguin

Client Advocate

John Kenney

Financial Advocate

Kaitlyn C. Lavelle

Client Advocate

Lori Pitta

Client Advocate

Jean Riordan

Financial Advocate

Stephanie Scarlata 

Client Advocate

Julie Tiedmann 

Client Advocate