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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…

Yasmine Conteh

Tax Accountant

Tax Accountant  Role at The Consulate: My role is to assist wealth advisors and other tax professionals with the preparation…

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

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

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 Specialist

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

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 Phebus

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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