Our Team

Rewarded by Long-Standing Relationships

Herman Rij, CIMA®

Chairman
Founding Partner

Jason Cort, CPWA®

President
Founding Partner

Kori Lannon, CPWA®

Private Wealth Advisor
Founding Partner

Brian Cort, CFP®, CHFC

Chief Administrative Officer
Founding Partner

Frank Lawler

Chief Operating Officer
Partner

Joe Flannery

Private Wealth Advisor

David Decker, Jr.

Private Wealth Advisor

Paul Francis, CFP®, CPWA®

Private Wealth Advisor

Michael Mittl

Analyst

Jonathan Mack

Director, Operations
Private Wealth Advisor

Becky Flynn

Director, Marketing
Client Relationship Executive

Lisa Morano

Client Relationship Executive

Jason Doughtry

Client Relationship Executive

Mona Campos

Client Relationship Executive