Executive Team

Jay Mahajan

President & CEO

Justin Buell, CRPC

Managing Partner

Gerald “Jerry” Rouleau

Managing Partner

Dominic Corleto, CRPS, CRPC, C(k)P, AIF

Managing Partner

Larry Steagall, MSFS

Director of Operations - VP

Aida Karagosian

Director of Finance - VP

Erin Hocking

Director of Marketing - VP