Our Team

Rewarded by Long-Standing Relationships

Herman L. Rij, Chairman

Founding Partner / Private Wealth Advisor - CIMA®

Jason B. Cort, President

Founding Partner / Private Wealth Advisor - CPWA®

Kori Lannon

Founding Partner / Private Wealth Advisor - CPWA®, CRPC®

Brian C. Cort, COO, CCO

Founding Partner / Private Wealth Advisor - CFP®, ChFC, CRPC®

Frank Lawler

Director - Business Development

Brian Murray

Private Wealth Advisor, Director - Wealth Structuring

Dan Crowley, CFBS, CBSP

Director - Business Advisory Services

Becky Flynn

Director of Marketing, Senior Client Relationship Executive

Jonathan Mack

Senior Operations Executive

Leslee Schoonover

Client Relationship Executive

Lisa Morano

Client Relationship Executive

Nicole Schoenen

Executive Assistant - Quadrant Business Advisory Services