About Us

Meet Our Team

Sander J. Ressler

Sander J. Ressler

Co-Owner and Managing Director
Jamie Schlag

Jamie Schlag

Senior Vice President and Head of Client Engagements
Kate Gambino-Irby

Kate Gambino-Irby

Chief of Staff
Beth C. Barak

Beth C. Barak

Co-Owner
Aidan McNally

Aidan McNally

Senior Compliance Associate
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Lindsey Hawkins

Administrative Assistant
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Tammy McCadden

Manager, Branch Exams
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David Macnair

Consultant

Sophia Ohanessian

Consultant

Our Board of Advisors

Our Board of Advisors is comprised of industry leaders who provide strategic guidance and insights to enhance our services.

Joseph Kuo

Joseph Kuo

Founder and CEO, Haven Tower
Alex David

Alex David

Director, Northeast Independent Contractor Division, Raymond Jame's
Miriam Lefkowitz

Miriam Lefkowitz

Principal, Miriam Lefkowitz, LLC
Coda Advisory Group LLC
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Jeff Nash

Co-Founder and CEO, Bridgemark Strategies
Larry Roth

Larry Roth

Founder & Managing Partner, Ascentix Partners
Ryan Stevenson

Ryan Stevenson

Founding Sales Lead, Hadrius

Overcome Compliance Obstacles

Compliance demands can hinder growth and consume valuable time. Unlock seamless solutions with our trusted professionals.

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Our Strategic Partners

We collaborate with esteemed partners to enhance our service offerings.