Our Leadership Team

Michael Grinnon, ChFC^®

Managing Partner

Kathy J. Moritz, FSCP, LTCP, LUTCF®

Executive Partner

Matthew D. Stewart, FLMI, ACS, AIRC

Corporate Vice President / Senior Service Leader

Handan Gencogluer,
CLU^®, ChFC^®

Senior Partner

Luke K. Caldwell

Partner

Jean-Marie Leonard

Partner

Abhishek Chatterjee

Partner

Frances P. Arias,
CLU^®, ChFC^®

Director of Development

Kameron Bryant

Development Manager

Rosani Hernandez-Madrid

Development Manager

Dominique Duong, CLU^®, ChFC^®, CLF^®

Executive Director of Development

Delaney Muir

Director of Recruiting