Our Team Ashley Armenta Director of Operations Patrick Brobeck Mary Kay Carleton Scott E. Heinila, RICP®, CLTC® Edward A. Horwitz Gerald A. Horwitz Jakob Horwitz Silvia Pei Liu Financial Advisor Ridhdhi Shah Portfolio Administrator Nicoletta Funteas Financial Officer | Human Resource Director Kristopher Villanueva Portfolio Administrator Les Winston CAP Chartered Advisor in Philanthropy Robert W. Youman, CPA Managing Director | Investment Advisor Jody Zimniewicz