Firm Leadership
Joseph (Jody) Goss
Chief Growth Officer, Co-Founder
Matthew Sweeney, CEPA
Chief Executive Officer (CEO), Co-Founder
Justin Bolmgren, CFP®
Chief Operating Officer (COO), President
Nicky Bolmgren
Chief Financial Officer
Kimberly Sparks
Director of Risk and Compliance
William Joseph Home Office
Misti Harrison
Advisor Success
Arnel Aguilar
Compliance Supervision and Support
Alexus Patterson
Advisor Success
Ethan Bolmgren
Advisor Success
Shyra Briones
Advisor Compensation
Hannah Candela
Marketing Manager
Milena Torres
Marketing Specialist
Karla Sancho, LCB
Executive Assistant
Elizabeth Kaumeyer
Workplace Specialist
William Joseph Insurance
William Joseph Tax Strategies
J. Michael Tuohey
Vice President of Tax Strategies
Tracey Kinder
Account Manager
Our Wealth Advisors
Dean Anatra, CPA
Private Wealth Advisor, Investment Advisor Representative
David L. Cowan
Private Wealth Advisor, Investment Advisor Representative
Talia Cyr, CPFA®
Private Wealth Advisor, Investment Advisor Representative
Charles Dufour
Investment Advisor Representative
Mindy Gallina
Investment Advisor Representative
Joseph Knudsen
Investment Advisor Representative
Jonathan Leuchs
Investment Advisor Representative
Morgan Marx, CFP®
Private Wealth Advisor, Investment Advisor Representative
William Joseph McCloskey, Sr.
Private Wealth Advisor, Investment Advisor Representative
Bianca Noiseux, RICP®, RFC®, NSSA®, CDFA®
Investment Advisor Representative , Private Wealth Advisor
Johnny Poitras
Investment Advisor Representative
Alexander Rascionato
Investment Advisor Representative
Bryan J. Ricci, CFP®, CPA
Private Wealth Advisor, Investment Advisor Representative
Daphne Roberson
Private Wealth Advisor, Investment Advisor Representative
Sondra Ziegler, MBA
Investment Advisor Representative
AspireQuest Wealth Advisors Group
Ed Yetsko, MBA, CFP®, RMA®, AIF®, CSRIC®
Senior Wealth Advisor
Brianna Sternkopf, MBA, AAMS™
Investment Advisor Representative
Christopher Torres
Investment Advisor Representative
Charleton Financial Group
Michael Charleton Jr., CFP®, CFS, CLTC
President, CEO, Financial Strategist, Senior Wealth Manager
Adam Drinkwater
Investment Advisor Representative
Tiffany Burke
Director of Operations and Marketing
Legacy Point Wealth
Justin Bolmgren, CFP®
Chief Operating Officer (COO), President
Mark LeBlance
Private Wealth Advisor
Summit Advisors
Jon Tanner
Private Wealth Advisor, Investment Advisor Representative
Waypoint Wealth
Steven F. Minninger, Jr., MBA, CFP®
Managing Director, Admiralty Private Client Group Private Wealth Advisor, Investment Advisor Representative