Our advisors

Our team

Nicole Manzo

Nicole Manzo

Operations Director,

Managing Director

Roles & Responsibilities

  • Nicole is responsible for the overall strategic planning of the practice and developing the vision statement.
  • Her aim is to improve the operational systems, processes and policies in support of our practices vison.
  • Nicole plays a significant role in the long-term planning of the practice, including an initiative geared toward operational excellence.
  • She is also responsible for managing the process for tracking the delivery of written recommendations by the deliverable due date, as well as quality checking the output of those deliverables.
View more
Lisa Eilers

Lisa Eilers

Practice Manager

Qualifications

  • Series 7
  • Series 6
  • Series 63
View more
Kate Embree

Kate Embree

Client Relationship Manager

Melissa Hammond

Melissa Hammond

Client Service Specialist

Stacey McNeil

Stacey McNeil

Receptionist