Our Team

Francesca Federico

Co-Founder and President

C(k)P® AIF®, CPFA®, CDFA®

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Manny Frangiadakis

Co-Founder and Principal

AIF®, CPFA®

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Neil Tremblay

Managing Director

AIF®

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Vikram Konanki

Associate Relationship Manager

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Tammie Kuhn

Director, Plan Administration, Operations & Compliance

QKA®, CPFA®, NQPA™, AIF®

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Joe Montana

Senior Relationship Manager

AIF®, CPFA®

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Greg Phillips

Director, Financial Wellness & Employee Education
Retirement Plan Consultant

AIF®, CPFA®

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