Peter Geier
Associate Financial Planner
Associate Financial Planner Role at The Consulate: My role at The Consulate primarily consists of supporting advisors during plan reviews…
Leo Lavezza
Associate Financial Planner
Associate Financial Planner Role at The Consulate: I would describe my role at The Consulate as having a hand in…
Jackson Courtney
Associate Financial Planner
Associate Financial Planner Role at The Consulate: My role at The Consulate primarily consists of supporting the firm’s Certified Financial…
Krista Cooper
Office Manager & Marketing Coordinator
Office Manager & Marketing Coordinator Role at The Consulate: I am one of the first faces people see when they…
Alec Sunners, CFP®
Associate Financial Planner
Associate Financial Planner Role at The Consulate: My role at The Consulate involves working closely with Drew on matters pertaining…
Justin Linthicum, CPA, CFP®
Tax Accountant and Associate Financial Planner
Tax Accountant Associate Financial Planner Role at The Consulate: At The Consulate, I work with wealth advisors to assist with…
Stephanie Schwarz
Client Services Specialist
Client Services Specialist Role at The Consulate: My job involves working with advisors and clients to execute account servicing needs…
Madison Bennett, CFP®, CFT-1™
Wealth Advisor
Wealth Advisor Role at The Consulate: A crucial part of my role at The Consulate is working directly with clients…
Rachel Dolle, FPQP®
Client Services Specialist
Client Services Specialist Role at The Consulate: My workday consists of interacting directly with clients and financial advisors to ensure…
Jeff Will
Assistant Portfolio Manager
Assistant Portfolio Manager Role at The Consulate: My responsibilities include trading, managing portfolios, and monitoring accounts and performance at Financial…
Christina Phebus
Associate Financial Planner
Associate Financial Planner Role at The Consulate: At The Consulate, I serve in a couple different capacities. During tax season,…
Michelle Seda
Director of Operations
Director of Operations Role at The Consulate: I serve as an advocate for the Consulate team to drive changes to…