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

Brian Murray

Wealth Structuring

Dan Crowley, CFBS, CBSP

Business Advisory Services

Becky Flynn

Director of Marketing
Senior Client Relationship Executive

Jonathan Mack

Senior Operations Executive

Lisa Morano

Client Relationship Executive