OUR TEAM

Seventy2 Capital Wealth Management is comprised of capable, service-oriented professionals who are dedicated to serving our clients.

Smart.
Collaborative.
Responsive.
Dedicated.
Accountable.

Traits our clients demand, traits our
entire team exemplifies.

LEADERSHIP

Thomas Fautrel, CRPC®, CRPS®

Co-Founder Partner

Paul Carlson, CIMA®, CRPC®

Co-Founder Partner

Eric Bost

Partner

Chris Davis

Partner

Troy Elser

Partner

Linda Whittington, CFP®

Partner

Emily McManaman

Human Resources & Operations Director

Christine Roberts

Compliance Director

INVESTMENT MANAGEMENT

Mike Levitsky, CFA®, CAIA®

Senior Vice President Director Of Investment Strategy Founding Member

Kyle Morton

Investment Associate

FINANCIAL ADVISORS

David Anderson

Vice President

Steve Barto

Senior Vice President

John Benjamin CFP®

Assistant Vice President

James Brockett

Senior Vice President Founding Member

Don Dearie, CFP®, CRPC®

Vice President

Derek Ehman

Vice President

Max Freelander

Vice President

Ryan Gutowski, CFP®, AWMA®, CEPA®

Vice President

Andrew Hahn, CFP®, CRPC®, CPFA

Vice President

Michael Hartman, CFP®

Executive Vice President

David Holdsworth, AAMS®

Executive Vice President

Sean Kirby-Smith, CRPS®

Vice President Founding Member

Scott Mclaughlin

Senior Vice President

Jeffrey Munson, PIM

Executive Vice President

Steve Otten, CFP®, CRPC®

Vice President

John Pagano

Assistant Vice President

Tom Palazzo, CFP®

Financial Advisor

Steve Richardson

Vice President

Amy Roberts, CRPC®, AAMS®

Assistant Vice President

Justin Saur

Financial Advisor

Frank Scicchitano

Senior Vice President

Nick Shealy

Financial Advisor

Nicholas Steier

Senior Vice President, Financial Advisor

Doug Stead, ChFC®, RICP®

Vice President

James Washington, II

Senior Financial Advisor

David Wisniewski

Senior Vice President

SERVICE TEAM

Cory Chambers

Senior Registered Wealth Associate

David Cullen

Wealth Associate

Katrina Ellis

Senior Registered Wealth Associate

Betty Gunter

Senior Registered Wealth Associate

Paul Hofmann

Senior Registered Wealth Associate

Jodelle Jones

Senior Wealth Associate

Joy Lomibao

Vice President, Client Relations Founding Member

Antonio Price

Senior Registered Wealth Associate Founding Member

Jay Quimby

Registered Wealth Associate

Janet Richardson

Senior Wealth Associate

Amy Rinaudot

Senior Wealth Associate

Sandy Shaeffer

Senior Registered Wealth Associate

Kevin Shultis

Registered Wealth Associate

Sandy Vecere

Senior Registered Wealth Associate