Lisa Zullo
Chief Operating Officer
Lisa joined us in 2017 and has excelled in various roles, from Client Services Associate, to Associate Wealth Advisor, and now COO. She oversees all operations and drives us toward excellence and efficiency. She previously worked at financial services firms in Boston, New York, and Raleigh over her 20 year career.
Joey Costa
VP, Development & Technology
A business owner and I.T. professional, Joey oversees business development and tech operations. He is a forward-thinking leader and committed problem solver.
Kimberly Hoffman
Director, Compliance and Client Services
With excellent organizational skills and strong attention to detail, Kimberly provides operational support for client account activities and manages our compliance with SEC regulations.
Whitney Stewart
Client Services Associate
With experience in nonprofit and finance, Whitney is committed to offering superior client service and improving processes. In her previous roles at Edward Jones and Morgan Stanley, she honed excellent organizational skills and a passion for financial services.
Jennifer Palmer
Client Services Associate
Jenny brings banking expertise and fabulous customer service skills to our team and our clients. A former relationship banker, she is cheerful and exuberant, with an eye for accuracy.
Sophie Howell
Director, Communications
With experience in client service, marketing, and communications in various industries – including nonprofit and fintech – Sophie motivates us to focus on message clarity.