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Our Team

Mitchell Stein
Founder and Principal

Jason A. Tosh, CFP®
Founder and Principal

Ryan S. Watt, CFP®
Founder and Principal

Ari Schottenstein
Head of Alternatives

Jared Rummel
Chief Growth Officer

Joseph Littman
Senior Vice President

Tori Callero
Head of Client Services

Patrick Hayes
Chief Legal Officer

Melissa C. Anderson
Compliance

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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