A Multi-Disciplined Team of Professionals

Principals & Managing Directors

Marc R. Schechter

Senior Managing Director & Principal

Jason R. Zimmerman* MBA, CLU, CAP

Senior Managing Director & Principal

Bernie Kent, JD, CPA, PFS

Chairman, Schechter Investment Advisors // Senior Advisor

John Stein, MBA, CFA

Chief Executive Officer, Senior Advisor // Schechter Investment Advisors

Ilana K. Liss

Managing Director

Aaron Hodari, CFP®, CIMA®

Managing Director

Wealth & Investment Advisors

Brian D. Young, JD, CLTC

Wealth Advisor

Deric Righter

Advisor

Megan Sandler

Director, Business Development

Kevin Beauchamp

Vice President, Director of Strategic Partnerships

Alex Martin, CIMA®

Wealth Advisor, Director of Independent Partner Development

Stefan Thielen, MSF

Director, Business Development

Scott Diamond

Advisor

Strategy & Solution Design Team

Jordan Smith, JD, LLM

Vice President, Advanced Design

Joe Opiela

Solution Design Team Lead

Jake Elias, CFP®, MBA

Investment Analyst

Demetrius Edwards

Investment Analyst

Brandon Tutak

Investment Analyst

Client Service Advisors

Rena Ban

Investments Operations Manager // Schechter Investment Advisors

Sandra Scarcella

Client Service Advisor // Schechter Investment Advisors

Danielle Wimberley

Client Service Advisor // Schechter Investment Advisors

Cindy Irimescu

Client Service Advisor // Schechter Investment Advisors

Lindsey Charette-Merrell

Client Service Advisor

Cheryl Bastian

Client Service Manager

Jessica Payne

Client Service Advisor

Underwriting Advocates

Cyndy Hernandez

Senior Underwriting Case Manager

Lisa McGee

Underwriting Case Manager

Therese Rasmussen

Senior Underwriting Case Manager

Jeanne Denomme

Underwriting Assistant

Brekelle DiTomaso

Underwriting Case Management Analyst

Robert Blum

Underwriting Case Manager

Implementation & Support Teams

Michael Lee

Chief Operating Officer

Nancy Hoag

Vice President of Marketing

Jodi Galperin, PHR

Director of HR and Administration

Kelli VanSickle

Director of Accounting

Jon Corrigan

Content Marketing Specialist

Christine Belcher

Executive Assistant

Melis Mandal

Marketing Assistant

Amber Moore

Receptionist

Motaz Alnakhalah

Accounting Specialist

Dani Rose Piper

Licensing and Contracting, CRM Operation Administration

Cindy Gresham

Executive Assistant / Assistant Manager

Michelle Anstett

Executive Assistant

Kathy Kirksey

Investment Services Assistant // Schechter Investment Advisors

Tammy Leichtnam

Accounting Assistant

Nicole Bruck

Executive Assistant

Schechter Benefits Advisors

Paul M. Snider

President, Schechter Benefits Advisors