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Our Team

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Mitchell Stein

Founder and Principal

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Jason A. Tosh, CFP®

Founder and Principal

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Ryan S. Watt, CFP®

Founder and Principal

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Ari Schottenstein

Head of Alternatives

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Jared Rummel

Chief Growth Officer

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Joseph Littman

Senior Vice President

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Tori Callero

Head of Client Services

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Patrick Hayes

Chief Legal Officer

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Melissa C. Anderson

Compliance

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Karey A. Williams

Chief Compliance Officer

PROFESSIONAL DESIGNATION: 

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.  Those certification requirements include education, exam, experience and ethics components--more information is available at Professional Designations.

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