Meet the Team Ari Mentzel MANAGING PARTNER [email protected]917-790-7014 Read Bio David Solomon, CFP® MANAGING PARTNER [email protected]917-790-7015 Read Bio Allyson Golden DIRECTOR OF CLIENT OPERATIONS [email protected]917-268-1269 Read Bio Maria Castellanos PRIVATE CLIENT BOOKKEEPER [email protected]917-200-0753 Read Bio Deborah Tanur INTERN [email protected]917-341-6267 KORI MANUS, AIF®, CEPA®, CRPS® PARTNER [email protected]O: 614-548-9806 | C: 614-638-7481 Read Bio Andrew Miller DIRECTOR OF CLIENT RELATIONS & OPERATIONS [email protected]O: 614-689-1862 | C: 614-935-4968 Read Bio Let’s talk about your family’s future. We invite you to connect with us. Contact us
