A Multi-Disciplined Team of Professionals

Principals & Managing Directors

Marc Schechter

Marc R. Schechter

Senior Managing Director & Principal

Jason Zimmerman

Jason R. Zimmerman, MBA

Senior Managing Director & Principal

Bernie Kent

Bernie Kent, JD, CPA, PFS

Chairman, Schechter Investment Advisors // Senior Advisor

John Stein

John Stein, MBA, CFA

Chief Executive Officer, Senior Advisor // Schechter Investment Advisors

Ilana Liss

Ilana K. Liss

Managing Director

Aaron Hodari

Aaron Hodari, CFP®, CIMA®

Managing Director

Ray Gunn

Ray Gunn, CPA

President

Wealth & Investment Advisors

Brian D. Young, JD, CLTC

Wealth Advisor

Deric Righter

Deric Righter

Advisor

Kevin Beauchamp

Kevin Beauchamp

Vice President, Director of Strategic Partnerships

Alex Martin

Alex Martin, CIMA®

Wealth Advisor, Director of Independent Partner Development

Scott Diamond

Scott Diamond

Advisor

Strategy & Solution Design Team

Jordan Smith

Jordan Smith, JD, LLM

Vice President, Advanced Design

Joseph Opiela

Joseph Opiela

Director of Financial Planning

Jake Elias

Jake Elias, CFP®, MBA

Investment Analyst

Demetrius Edwards

Demetrius Edwards, MBA

Investment Analyst

Brandon Tutak

Brandon Tutak

Investment Analyst

Client Service Advisors

Rena Ban

Rena Ban

Investments Operations Manager // Schechter Investment Advisors

Sandra Scarcella

Sandra Scarcella

Client Service Advisor // Schechter Investment Advisors

Danielle Wimberley

Danielle Wimberley

Client Service Advisor // Schechter Investment Advisors

Cindy Irimescu

Cindy Irimescu

Client Service Advisor // Schechter Investment Advisors

Lindsey Charette-Merrell

Lindsey Charette-Merrell

Client Service Advisor

Cheryl Bastian

Cheryl Bastian

Director of Client Service

Jessica Payne

Jessica Payne

Client Service Advisor

Deborah Costello

Deborah A. Costello

Client Service Advisor

Dyana Prudhomme

Dyana Prudhomme

Client Service Advisor // Schechter Investment Advisors

Underwriting Advocates

Cyndy Hernandez

Cyndy Hernandez

Senior Underwriting Case Manager

Lisa McGee

Lisa McGee

Underwriting Case Manager

Therese Rasmussen

Therese Rasmussen

Senior Underwriting Case Manager

Brekelle DiTomaso

Brekelle DiTomaso

Underwriting Case Management Analyst

Robert Blum

Robert Blum

Underwriting Case Manager

Implementation & Support Teams

Nancy Hoag

Nancy Hoag

Vice President of Marketing

Jodi Galperin

Jodi Galperin, PHR

Director of HR and Administration

Kelli VanSickle

Kelli VanSickle

Director of Accounting

Jon Corrigan

Jon Corrigan

Content Marketing Specialist

Melis Mandal

Marketing Assistant

Christine Belcher

Christine Belcher

Executive Assistant

Motaz Alnakhalah

Motaz Alnakhalah

Accounting Specialist

Dani Rose Piper

Dani Rose Piper

Licensing and Contracting, CRM Operation Administration

Cindy Gresham

Cindy Gresham

Executive Assistant / Assistant Manager

Michelle Anstett

Michelle Anstett

Executive Assistant

Kathy Kirksey

Kathy Kirksey

Investment Services Assistant // Schechter Investment Advisors

Tammy Leichtnam

Tammy Leichtnam

Accounting Assistant

Schechter Benefits Advisors

Paul Snider

Paul M. Snider

President, Schechter Benefits Advisors