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, CMO

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, CRPC®

Leslee Schoonover

Client Relationship Executive

Lisa Morano

Client Relationship Executive

Nicole Schoenen

Executive Assistant - Quadrant Business Advisory Services