Our Team

Rewarded by Long-Standing Relationships

Herman L. Rij, CIMA®

Chairman
Founding Partner

Jason B. Cort, CPWA®

President
Founding Partner

Kori Lannon, CPWA®, CRPC®

Founding Partner

Brian Cort, CFP®, CHFC

Chief Administrative Officer
Founding Partner

Frank Lawler

Chief Operating Officer

Antonio X. Vidal

Private Wealth Advisor

Michael Mittl

Analyst

Jonathan Mack

Senior Operations Executive

Becky Flynn

Director of Marketing
Senior Client Relationship Executive

Lisa Morano

Client Relationship Executive

Jason Doughtry

Client Relationship Executive

Brian Murray

Wealth Structuring