Leadership

Leadership

Steve Potts

Stephen Potts, ChFC^®

Managing Partner

stephen.potts@pwaplan.com

Peter Wilmot

Peter Wilmot, CFP^®, ChFC^®

Managing Partner

peter.wilmot@pwaplan.com

Craig Ibrahim

Craig Ibrahim

Managing Partner

craig.ibrahim@hiptpartners.com

Martin A. Campbell

Martin A. Campbell

Managing Partner

martin.campbell@hiptpartners.com

Officers and Directors

Pete Aldworth

Pete Aldworth

Investment Operations Manager

pete.aldworth@hiptpartners.com

Jamie Calandriello

Jamie Calandriello

Chief Compliance Officer, LPL Registered Principal

jamie.calandriello@hiptpartners.com

James Davids

James Davids, CFP®, MBA

Director of Trading/Wealth Advisor

jim.davids@pwaplan.com

Helene Haynes

Helene Haynes

Director of Client Experience

helene.haynes@pwaplan.com

Angela James

Angela James

Director of Marketing

angela.james@pwaplan.com

Michelle Juras, ChFC®

Michelle Juras, ChFC®

Director of Compliance

michelle.juras@hiptpartners.com

Ann Mariani-Issel

Ann Mariani-Issel

Vice President, Business Consulting

ann.marianiissel@pwaplan.com

Crystal Kolcz, CFP®

Crystal Kolcz, CFP®

Managing Director

crystal.kolcz@pwaplan.com

Ryan O'Connor

Ryan O'Connor, CFP®

Director of Financial Planning

ryan.oconnor@pwaplan.com

Brett Pawelkiewicz

Brett Pawelkiewicz

Director of Transitions | Project Management

brett.pawelkiewicz@pwaplan.com

Kosta Tanglis

Kosta Tanglis

Managing Director, Affiliated Partners

kosta.tanglis@pwaplan.com

Ralph Tite

Ralph Tite

Chief Financial Officer

ralph.tite@pwaplan.com