OUR TEAM

Glenn Spencer

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Glenn Spencer

Chief Executive Officer

Scott Colangelo

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Scott Colangelo

Chairman, Managing Partner

Kyle Bingham, CRPC®

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Kyle Bingham, CRPC®

Managing Director

Makila Hennig

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Makila Hennig

Director of Operations

Michelle Muller, MBA, PPC®, AIF®

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Michelle Muller, MBA, PPC®, AIF®

Sales and Marketing Director

Michael Smoots

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Michael Smoots

ERISA Counsel

John Poole, CRPC®

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John Poole, CRPC®

Financial Fitness Consultant

Josh Zdeb, CRPC®, ABFP

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Josh Zdeb, CRPC®, ABFP

Financial Fitness Consultant

Kenji Noguchi

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Kenji Noguchi

Financial Fitness Consultant

Marco Melero

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Marco Melero

Multicultural Education Specialist

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