Meet Our Team

Guiding Our Clients For More Than 40 Years

As a valued client, you can rest assured that everything we do reflects our commitment to delivering the insight, perspective, and extraordinary financial designs you deserve.

Kristin L. Barens

Kristin L. Barens

Principal

John L. Sanford

John L. Sanford

Principal

Peter W. Mullin 200x

Peter W. Mullin

Founding Chairman

Erik Speed

Erik Speed

Associate Principal

John Antonio

John Antonio

Senior Consultant

Dennis M. Morris 200x

Dennis Morris

Senior Consultant

Nicko Burnett

Nicko Burnett

Consultant

Blake Barens

Blake Barens

Consultant

Bryn Mercado 250x

Bryn Mercado

Consultant

Sheila Cooper 200x

Sheila Cooper

Senior Financial Analyst

Anne Alario 200x

Anne Alario

Director of Finance

Susan Bendrick 200x

Susan Bendrick

Executive Assistant to
Peter Mullin

Let us design a customized solution to fit your needs.