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Our People

Business Operations

The Business Operations Group represents a team of professionals dedicated to ensuring the smooth operational pooling of talent and resources across the firm – so that every client experiences the highest level of service and support we can offer.

Advisor

John Appleby, CIMA®, PMP®

Managing Director,
Project Management & Acquisitions

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Advisor

Kathy Del Corso-Chase, ARPS, CRSP

Senior Director,
Integration Team,
Human Resources

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Advisor

Lori Dillingham, QKA, QPA

Director,
Retirement Plan Operations

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Advisor

Rita Kiesler, ARPS

Senior Manager,
Retirement Plan Services

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Advisor

Denise Kowitz, ChFC®, LUTCF®

Vice President,
Operations

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Advisor

Kyle Shoemaker

Manager,
Client Services,
Strategic Wealth

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Advisor

James F. Stafford, CISSP®

Senior Director,
Integration Team,
Facilities

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Advisor

Stella Udofa

Senior Manager,
Performance Reporting and Portfolio Accounting

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Advisor

Veronica Willoughby

Manager,
Client Service and Administration

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