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®

President Co-Founder

Paul Carlson, CIMA®, CRPC®

Chief Executive Officer Co-Founder

Eric Bost

Partner

Troy Elser

Partner

Scott Gibson, CRPC®

Partner

Linda Whittington, CFP®

Partner

Emily McManaman

Human Resources & Operations Director

Christine Roberts

Compliance Director

Katy Jones-Powe

Marketing Manager

Quyen Le

Operations & Onboarding Manager

INVESTMENT MANAGEMENT

Mike Levitsky, CFA®, CAIA®

Partner Director of Investment Strategy A Founding Member

Kyle Morton

Investment Associate

FINANCIAL ADVISORS

David Anderson

Vice President & Financial Advisor

Christopher Andrews

Executive Vice President & Financial Advisor

Stuart Barth

Vice President & Financial Advisor

Steve Barto

Senior Vice President & Financial Advisor

John Benjamin CFP®

Assistant Vice President & Financial Advisor

James Brockett

Senior Vice President & Financial Advisor A Founding Member

Don Dearie, CFP®, CRPC®

Senior Vice President & Financial Advisor

Les Dennis, CFP®, ChFC®, CLU®

Senior Vice President & Financial Advisor

Derek Ehman

Vice President & Financial Advisor

Max Freelander

Vice President & Financial Advisor

Craig Gayhardt

Senior Vice President & Financial Advisor

Ryan Gutowski, CFP®, AWMA®, CEPA®

Vice President & Financial Advisor

Andrew Hahn, CFP®, CRPC®

Vice President & Financial Advisor

Matthew X. Hanley

Vice President & Financial Advisor

Michael Hartman, CFP®

Executive Vice President & Financial Advisor

Chris Hayburn

Senior Vice President & Financial Advisor

David Holdsworth, AAMS®

Executive Vice President & Financial Advisor

Kyle Hublitz, CPWA, CSRIC

Executive Director & Financial Advisor

Sean Kirby-Smith, CRPS®

Vice President & Financial Advisor A Founding Member

Scott Mclaughlin

Senior Vice President & Financial Advisor

Jeffrey Munson, PIM Portfolio Manager

Executive Vice President & Financial Advisor

Steve Otten, CFP®, CRPC®

Senior Vice President & Financial Advisor

John Pagano

Assistant Vice President & Financial Advisor

Tom Palazzo, CFP®

Financial Advisor

Amy Roberts, CRPC®, AAMS®

Assistant Vice President & Financial Advisor

Justin Saur

Senior Financial Advisor

Frank Scicchitano

Senior Vice President & Financial Advisor

Nick Shealy

Financial Advisor

Steve Stanislav

Managing Principal, Stanislav Asset Management

Doug Stead

Vice President & Financial Advisor

Nicholas Steier

Senior Vice President & Financial Advisor

Kevin Toohill, PIM Portfolio Manager

Executive Director & Financial Advisor

James Washington, II

Senior Financial Advisor

David Wisniewski

Senior Vice President & Financial Advisor

SERVICE TEAM

Michelle Barrera

Executive Assistant

Cory Chambers

Senior Registered Wealth Associate

Brian Davies

Senior Registered Wealth Associate

Katrina Ellis

Senior Registered Wealth Associate

Janine Granados

Senior 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
A Founding Member

Antonio Price

Senior Registered Wealth Associate
A Founding Member

Jay Quimby

Registered Wealth Associate

Amy Rinaudot

Senior Wealth Associate

Colby Savadove

Senior Registered Wealth Associate

Sandy Shaeffer

Senior Registered Wealth Associate

Kevin Shultis, CIMA®

Registered Wealth Associate

Alex Simet

Wealth Associate

Nancy Skonberg, CFP®

Senior Registered Client Associate

Lisa Spangler

Senior Wealth Associate

Sandy Vecere

Senior Registered Wealth Associate