Centara brings a team approach to planning your financial future. Meet the Centara team of professionals working towards achieving the financial goals for more than 2,200 clients.

Consulting Division
Centara Legal Group, APC
Tax Planning
Portfolio Management
Life Insurance & Planning Services
Alternative Investments
Account Services
Operations
Business Development & Marketing
Centara Real Estate Services

Consulting Division

• Derek Myron, CFP®, Managing Director
• Matt Horsley, CFP®, Senior Relationship Manager
• Iain Reilly, CFP®, Senior Relationship Manager
• John Shelton, Associate Advisor
• Kyle Malmstrom, Associate Advisor
• Brad Herman, Associate Advisor
• Blake Feindel, Associate Financial Planner
• Dustin TenBroeck, Associate Advisor
• Cecilia Frandell, Executive Assistant

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Centara Legal Group, APC

• David Gebhardt, Senior Estate Planning Attorney
• Ryan Coulson, Estate Planning Attorney
• Susan Berardi, Legal Assistant

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Tax Planning

• Alan Clopine, CPA, Director of Tax Consulting
• Kiimberlei Tiernan, CPA, Tax Manager
• Dennis Ramm, CPA, Accountant
• Nisa Cherep, CPA, Accountant
• Roy Levine, CPA, Accountant
• Nicole Bradley, Administrative Assistant

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Portfolio Management

• Mark Dossa, CFP®, Senior Portfolio Manager

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Life Insurance & Planning Services

• John Nelson, Life Insurance Services Manager
• Mark Kenny, CFP® & CPA, Senior Director of Advanced Planning
• Ann Wills, Senior Life Case Manager
• James Klein, Life Illustration & Design Specialist

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Alternative Investments

• Jeff Nash, Managing Director of Alternative Investments

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Account Services

• Kim Volkmer, Account Services Manager
• LaShawyne McLin, Account Services Specialist
• Peggy Evans, Receptionist
• Brittany Potton, Receptionist

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Operations

• Eduardo Lombardi, CFP®, Chief Executive Officer
• Fredrick Schippa, Director of Operations
• Brittany Oates, Senior Counsel
• Vince Lummus, Accounting Manager
• Erika Christian, Senior Human Resource Generalist
• Kurt Wolfe, Programmer Analyst
• Karen Greene, Accountant
• Danny Adams, Intern

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Business Development & Marketing

• Kristen Luke, Senior Manager, Business Development & Marketing
• Kari Song, Marketing Associate
• Dan Lippold, Business Development Manager
• Christopher Lamb, CPA, Business Development Specialist

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Centara Real Estate Services

• Tim Rafalovich, Director of Centara Real Estate Services

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• Company Overview
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  • Our Approach
  • Meet the Team
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