Jan 12, 2026 A Letter from CEO & Co-Founder, Paul Carlson
As we head into 2026, I wanted to take a moment to celebrate all we’ve accomplished this past year and thank each of you for everything you did to make it happen. Our continued growth is easy to see in our year-end numbers below, and we have established a clear roadmap to keep expanding. I am proud to see what our team members have achieved together, especially since every added service and stat represents a client we’re helping to reach their financial goals.
Company Milestones
Data as of 12/22/25
- Our company was recognized as a 2025 Barron’s Top 250 Private Wealth Management Teams, Forbes Top Wealth Management Teams High Net Worth, and Washington Business Journal’s Fastest Growing Business.
- We expanded the corporate team to provide additional professional support in human resources, finance, marketing, and compliance
- Our family of brands has expanded to include 7200 Tax Partners
Updated Mission, Vision, and Values
As we continue to grow and evolve as a practice, Seventy2 Capital revisited how we define ourselves and what we’re working towards. The updated mission, vision, and values statements below were unveiled at our Annual Conference and will roll out officially in Q1.
- Mission: to bridge ambition and independence — supporting clients to achieve their most important goals by giving advisors the autonomy to serve with purpose, integrity, and clarity
- Vision: to be the nation’s leading destination for independent wealth management
- Values:
- Purpose – our clients and their success are the reason behind everything we do
- Integrity – we act as a trustworthy partner, prioritizing honesty and follow-through on promises
- Clarity – we simplify the picture of where we are, where we’re going, and how to get there
Team Member Additions & Retirements
We are privileged and honored to have 45 new team members this year, including two new offices in Andover, MA and Metropark, NJ. Thank you all for choosing to join our team! With these additions, we also share the bittersweet news of two retirements. These individuals have been a huge asset to Seventy2 Capital and will be sorely missed, but we are excited for them in their next chapter.
- Chris Roberts, Compliance Director
- Sandy Shaeffer, Senior Registered Wealth Associate
Title Changes
Moving into 2026, we will be making updates to our title structure. Three title groups will be changing:
- Wealth Associates –> Client Service Associates (CSAs)
- Managing Directors (Office Leader) –> Market Directors
- Managing Directors (Corporate Team) –> C-Suite
Additionally, several new positions have been added:
- We added tiers for Executive Market Directors, Managing Directors, Senior Managing Directors, and Executive Client Service Associates to recognize our team members’ expanded achievements.
- We have started hiring Wealth Planning Associates, with a four-tier growth plan:
- Wealth Planning Associate
- Senior Wealth Planning Associate
- Wealth Planning Manager
- Senior Wealth Planning Manager
- Support staff identified by office leaders will now be recognized for the duties they perform for the benefit of their broader office:
- Office Administration Manager
- Office Coordinator
Finally, we would like to congratulate the following individuals on their promotions!
- Craig Martin, Chief Operating Officer
- Michael Levitsky, Chief Investment Officer
- Katy Jones-Powe, Chief Marketing Officer
- Quyen Le, Onboarding & Operations Director
- Ryan Gutowski, Executive Vice President & Financial Advisor
- Gary Parese, Managing Director & Financial Advisor
- Justin Saur, Assistant Vice President & Financial Advisor
- Doug Stead, Executive Vice President & Financial Advisor
- James Washington, Assistant Vice President & Financial Advisor
- Nancy Skonberg, Wealth Planning Manager
Congratulations to you all on another successful year!
Paul Carlson
Chief Executive Officer & Co-Founder
Seventy2 Capital Wealth Management
2025 Barron’s Top 250 Private Wealth Management Teams: Awarded May 2025; Data compiled by Barron’s based on the time period from Jan. 2024 – Dec. 2024 (Source: Barrons.com). The Barron’s Top 250 Private Wealth Management Teams are evaluated on a range of factors for the Financial Advisor and their team, who specialize in serving individuals and families. Factors included in the ratings include their previous year’s size and shape, the regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and is based solely on the disclosed criteria.
2025 Forbes Top Wealth Management Teams High Net Worth: Awarded November 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 – 3/31/25 (Source: Forbes.com). The Forbes Top Wealth Management Teams High Net Worth rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
The Washington Business Journal’s Fastest Growing Business award is given by The Washington Business Journal to businesses that are independently owned and headquartered in the Washington DC Area. Rankings are based on compound annual growth over the previous two year period. The award is not related to the quality of the investment advice and based solely on the disclosed criteria.