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Shannon Cooper

Compliance & Marketing Coordinator

Compliance & Marketing Coordinator Role at The Consulate: I ensure The Consulate is compliant with financial rules and regulations mandated…

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

Client Services Associate

Client Services Associate  Role at The Consulate: I am one of the first faces people see when they come into…

Alec Sunners

Alec Sunners

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

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

Stephanie Schwarz

Client Services Associate

Client Services Specialist Role at The Consulate: My job involves working with advisors and clients to execute account servicing needs…

Madison Bennett, CFP®

Madison Bennett, CFP®

Financial Planner

Wealth Advisor Role at The Consulate: A crucial part of my role at The Consulate is working directly with clients…

Rachel Dolle, FPQP

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

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 Vaughn

Christina Vaughn

Associate Financial Planner

Associate Financial Planner Role at The Consulate: At The Consulate, I serve in a couple different capacities. During tax season,…

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