Who We Are

Our Team

Leadership Team
Client Advisors
Client Service Specialists

Our Leadership Team

Jonathan

Boulos

CEO

Paul

Evans, CPA

COO

Geoff

Turbiak

Dir. Marketing and Experience

Doug

Erla

Chief of Staff

Scott

Henschell

Dir. of Advisory Services

Client Advisors

Mark

Mannerino

Brittany

Martin

Adan

Batres

Jacquelyn

O'Neill

Sandra

Shamoun

Matthew

Keller

Mary

Stange

Client Service Specialists

Maria

Pfeiffer

Meg

Heller

Mary Kate

Doran

Scott

Tassan

Lucy

Brown

Kimberly

Kelly

Shirley

Yaich

Join our team!

If you want to be a part of an amazing team committed to solving the Church’s financial crisis, take a look at our open positions.