Our Team

 

  • Michael A. Allen, FRCSM, ChFC®, MBA

    CEO

  • James E. Holland, MSBA, CFP®, CAP®, FRCSM

    President

  • Michelle Allison

    Customer Service Executive

  • Denny Witkin

    Emerita

  • Andie Reyes, PMP®

    Admin

  • Devynne Rose

    Admin

  • Dr. Quincey Penn, FRCSM

    Consultant

  • Philip Mecca, CFP®

    Consultant