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-FounderThomas Fautrel is the President and Co-Founder of Seventy2 Capital. He primarily advises Fortune 500 Executives on their executive stock and benefit plans along with creating customized portfolio solutions. Tom has been recognized as a 2018 and 2019 Top Next-Gen Wealth Advisors by Forbes*, and in 2021 was on the Forbes Best-In-State Wealth Advisors** list. Prior to founding Seventy2 Capital, Tom served as a Senior Vice President with Morgan Stanley.
*The Forbes Best-in-State Wealth Advisors and The Forbes Top Next-Gen Wealth Advisors 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.
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Paul Carlson, CIMA®, CRPC®
Chief Executive Officer Co-FounderPaul is the Chief Executive Officer (CEO) and Co-Founder of Seventy2 Capital. He is responsible for ensuring that Seventy2 Capital supports its clients, staff, and financial advisors to help manifest their most important financial goals. In addition, Paul establishes and executes Seventy2 Capital’s organizational strategy with the ultimate goal of providing the highest level of client service. Lastly, Paul serves on the Investment Committee for Seventy2 Capital’s custom investment strategies.
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Eric Bost
PartnerAs Partner at LII of Seventy2 Capital Wealth Management, Eric Bost draws on his thirty years of industry experience to help clients understand their financial options and build their best future. He works primarily with families, integrating their activities, interests, passions and, above all else, the people they care for the most into their planning. Value based investing is a key cornerstone in Eric’s expertise. After building LII into a successful independent practice, Eric partnered with Seventy2 Capital to give his clients enhanced resources and support.
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Troy Elser
PartnerTroy Elser leads the Seventy2 Capital office in Hunt Valley as a Partner and Financial Advisor. He has over 20 years of experience as a Financial Advisor. He strives to build long-term relationships with clients by delivering a superior experience and helping them embrace their financial future with confidence. He ardently believes that by having a plan, staying the course, and surrounding oneself with genuine, trustworthy professionals, you will exceed your life goals.
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Scott Gibson, CRPC®
PartnerAs a Partner and a financial advisor, Scott Gibson leads the Seventy2 Capital office in Charlottesville, Virginia and provides wealth management services to a wide array of clients. Whether business owners, retirees, working professionals, or healthcare personnel, Scott takes a holistic approach when consulting each individual.
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Linda Whittington, CFP®
PartnerLinda Whittington leads the Seventy2 Capital office in Tysons Corner, Virginia, as a Partner. She is a CERTIFIED FINANCIAL PLANNER™ professional and Financial Advisor. With over 15 years of professional experience in the industry, she has a track record of providing clients with the highest level of knowledge, trust, and service. Linda believes that by forging close bonds with clients, she’s able to create personalized investment programs and open lines of communication that allow for a deeper understanding of client goals. Linda develops comprehensive wealth management strategies, including investment recommendations, retirement planning, and liability management for high-net-worth individuals, families, and executives. Linda is also a key leader in the extension of Seventy2 Capital’s geographic footprint in Virginia
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Emily McManaman
Human Resources & Operations DirectorEmily joined Seventy2 Capital in 2022 as the Human Resources & Operations Director. In this role, she partners with the practice’s leadership to further develop human capital infrastructure as a valuable resource for Financial Advisors and the clients they serve. She comes with over 15 years of experience in the areas of executive recruiting, human resources management, and operations. Her ability to match talent to the company’s growing needs is a meaningful asset to the organization. Additionally, she brings a thoughtful, positive, and best-in-class approach to her methodologies, whether hiring, training, or mentoring employees.
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Christine Roberts
Compliance DirectorAs the Compliance Director at Seventy2 Capital, Christine aims to protect the practice and the clients. Having a strong understanding of rules and regulations within the brokerage industry, she works with the practice to help them mitigate risk. With over two decades of experience in regulatory compliance, Christine came to Seventy2 Capital after serving as the Regional Supervisor at Wells Fargo Advisors Financial Network for ten years. Earlier in her career, she held positions at Patrick Capital Markets, Gateway Compliance Consultants, Wells Fargo Advisors, A.G. Edwards & Sons, UMB Bank, and Edward Jones.
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Katy Jones-Powe
Marketing ManagerAs the Marketing Manager at Seventy2 Capital, Katy partners with advisors and staff members across the practice on all marketing and communications. She is responsible for developing and maintaining the practice’s branding, website design and content, press releases, social media channels, email campaigns, digital and print collateral, swag, internal communications, business cards, and events.
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Quyen Le
Operations & Onboarding ManagerAs the Operations & Onboarding Manager, Quyen Le is instrumental in setting up new offices and onboarding financial advisors to the practice. Her tasks include creating and maintaining the master guide and checklist for new offices and staff, placing orders for office needs, being the point person for on-site set-up, assisting in onboarding advisors, taking technology inventory, and additional office management responsibilities.
View Full Bio INVESTMENT MANAGEMENT
Mike Levitsky, CFA®, CAIA®
Partner Director of Investment Strategy A Founding MemberMike Levitsky, CFA®, CAIA®
X Partner, Director of Investment Strategy, andA Founding Member
Located at Bethesda
Mike Levitsky is a Partner and Director of Investment Strategy at Seventy2 Capital, as well as a founding member. He leads the practice’s Investment Committee and manages Seventy2 Capital’s discretionary investment strategies. Mike works with clients and advisors to build custom investment strategies to mitigate risk using a variety of financial instruments across the risk spectrum. He also oversees the practice’s internal account operations and expansion modeling and economics.
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Kyle Morton
Investment AssociateKyle is an Investment Associate who joined Seventy2 Capital in 2021 after completing the practice’s internship program while in college. In his current role, Kyle serves as a critical resource for the practice’s custom and discretionary investment strategies. He works hard to utilize his in-depth research and analytic skills to give the company’s advisors the tools and support they need to service clients at the highest level possible.
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David Anderson
Vice PresidentDavid is a Senior Vice President with Seventy2 Capital in the Hunt Valley office. He has an excellent reputation of anticipating and understanding his client’s needs, ranging from traditional investments, alternative investments, and liability management to charitable giving and insurance. He prides himself on providing trusted, thoughtful, financial advice and wealth management strategies to his clients.
Christopher Andrews
Executive Vice PresidentChristopher Andrews, as an Executive Vice President at Seventy2 Capital, approaches wealth management with a focus on building relationships with his clients and investing in high quality companies that can help to provide long-term returns.
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Stuart Barth
Vice PresidentStuart Barth, Vice President at Seventy2 Capital Wealth Management, offers clients comprehensive investment management services to help get them from where they are to where they want to be. With experience in disability, life insurance, parental care, education, and more, Stuart offers the dedication and expertise needed to guide clients towards their financial goals.
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Steve Barto
Senior Vice PresidentAs a Senior Vice President and Financial Advisor at Seventy2 Capital, Steve is dedicated to helping clients develop and implement strategies to help realize their financial goals through a long-term investment approach. After nearly three decades of experience as an advisor, his mission is to provide objective and timely financial advice and guidance — with the highest level of professional service — in building and preserving wealth for his clients.
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John Benjamin CFP®
Assistant Vice PresidentJohn Benjamin is a Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional at Seventy2 Capital. He focuses on delivering comprehensive wealth management strategies, including retirement planning, investment portfolio recommendations, tax-efficient strategies and liability management to attorneys, business owners, corporate executives, and other high-net-worth clients.
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James Brockett
Senior Vice President A Founding MemberAs a Senior Vice President with Seventy2 Capital, James Brockett strives to enhance his clients’ financial well-being by advising on the optimal mix of investment. He serves clients in the legal profession but also works with business owners to maximize corporate retirement strategies. James believes that tailored and holistic investment advice is the key to meeting one’s most important financial goals.
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Don Dearie, CFP®, CRPC®
Senior Vice PresidentClient education is the driving force behind Don’s approach to wealth management. He provides his clients with the knowledge to help achieve their desired financial outcomes with the highest probability of success. Working with a select number of clients, Don offers strategic, personalized investment advice and guidance as well as customized financial strategies to affluent individuals and families, corporate executives, business owners, foundations, and endowments.
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Les Dennis, CFP®, ChFC®, CLU®
Senior Vice PresidentAs a Senior Vice President at Seventy2 Capital Wealth Management, Les Dennis aims to help clients build, manage, and transition wealth from this generation to the next. He provides comprehensive financial guidance for his clients, including retirement planning, and estate planning, business succession and 401K plan strategies. By getting to know his clients and their financial objectives, he creates a customized and flexible approach to help them reach their goals.
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Derek Ehman
Vice PresidentAs a Vice President and Financial Advisor at Seventy2 Capital, Derek is committed to developing client relationships founded on trust, respect and patience, He is always striving for excellence when providing wealth planning services and advice. With careful diligence, Derek customizes investment strategies focused on progressive growth.
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Max Freelander
Vice PresidentMax Freelander is a Vice President and Financial Advisor at Seventy2 Capital. In this role, he is dedicated to expanding the business and helping clients achieve their financial goals.
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Craig Gayhardt
Senior Vice PresidentAs Senior Vice President and Financial Advisor at Seventy2 Capital Wealth Management, Craig provides wealth planning services for high-net-worth individuals, families, and institutions. With thirty years’ experience, Craig has developed a comprehensive approach to investment management, alternative investments, retirement planning, asset allocation, and multi-generational wealth transfer.
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Ryan Gutowski, CFP®, AWMA®, CEPA®
Vice PresidentRyan Gutowski is a Vice President and Financial Advisor at Seventy2 Capital Wealth Management in the Hunt Valley office. Ryan is passionate about helping clients achieve their financial goals and believes that a plan is a roadmap to accomplishing one’s financial goals and aspirations – and more importantly, to staying the course during good and bad times.
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Andrew Hahn, CFP®, CRPC®
Vice PresidentAs a Vice President at Seventy2 Capital, Andrew Hahn assists businesses, families, and individuals to implement strategies along every step of their financial life cycle. He takes a very hands-on role by working closely with clients and their other trusted advisors such as attorneys and accountants to address tax, business, and estate issues along with wealth transfer strategies.
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Michael Hartman, CFP®
Executive Vice PresidentAs Executive Vice President at Seventy2 Captial, Michael serves high-integrity and successful business owners, professionals, retired individuals, and families by providing comprehensive wealth management strategies and investment planning advice. He has developed a successful practice emphasizing long-term client relationships built on a foundation of ethics, respect, trust and quality personal service. Michael’s ultimate objective is to assist his clients in making educated, sensible financial decisions in order to help them enjoy their lives more fully.
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Chris Hayburn
Senior Vice PresidentAs a Senior Vice President and Financial Advisor at Seventy2 Capital, Christopher provides financial guidance to families, retirees, and business owners. With nearly three decades in the industry, he is experienced in creating personal, tailored advice and investment strategies to help clients reach their financial goals. He takes pride in putting client needs and interest above all else.
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David Holdsworth, AAMS®
Executive Vice PresidentIn his role as Executive Vice President at Seventy2 Capital, David Holdsworth advises individuals and families on investment strategies to meet their financial needs throughout their careers and into retirement. He draws on his deep experience in the industry to deliver a standard that is personable as it is professional.
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Sean Kirby-Smith, CRPS®
Vice President A Founding MemberSean Kirby-Smith is a Vice President and Financial Advisor at Seventy2 Capital where he specializes in advising business owners and high net worth families on comprehensive estate planning strategies, business planning and retirement strategies. He earned the Chartered Retirement Plans Specialist® designation to help better serve his clients with retirement plan administration needs.
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Scott Mclaughlin
Senior Vice PresidentAs a Senior Vice President at Seventy2 Capital Wealth Management, Scott McLaughlin combines his broad experience from two separate financial service industries in his approach to investing. Congenial as he is credentialed, Scott has dedicated his forty-year career to delivering consistent, top-level service through major shifts and changes in the markets.
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Jeffrey Munson, PIM Portfolio Manager
Executive Vice PresidentJeff Munson serves a variety of clients ranging from successful business owners to individuals and families in his role as Executive Vice President at Seventy2 Capital, He strives to provide comprehensive portfolio management, investment planning advice and a high level of service.
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Steve Otten, CFP®, CRPC®
Senior Vice PresidentSteve Otten is a Senior Vice President at Seventy2 Capital, where he focuses on assisting clients plan and pursue a predictable retirement income designed to support their desired lifestyle. He draws on over 15 years of industry experience, as well as professional certifications like the CERTIFIED FINANCIAL PLANNER™ and Chartered Retirement Planning Counselor (CRPC®) designation.
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John Pagano
Assistant Vice PresidentJohn Pagano is a Vice President and Financial Advisor with Seventy2 Capital. He specializes in portfolio construction with an emphasis on retirees, and has been named as Five Star Wealth Manager in 2015, 2019 and 2021*.
The Five Star Wealth Manager award was issued on January 1, 2023 by Five Star Professional (FSP) for the time period April 18, 2022 through October 21, 2022. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. 2126 Baltimore-area wealth managers were considered for the award; 256 (12 percent of candidates) were named 2023 Five Star Wealth Managers. Visit www.fivestarprofessional.com.
Award issued on October 17, 2021 by Five Star Professional (FSP) for the time period January 4, 2021 through July 23, 2021. 2091 Washington D.C.-area wealth managers were considered for the award; 121 (6% of candidates) were named Five Star Wealth Managers.
Award issued on October 1, 2019 by Five Star Professional (FSP) for the time period December 31, 2018 through August 9, 2019. 1956 Washington D.C.- area wealth managers were considered for the award; 122 (6% of candidates) were named Five Star Wealth Managers.
Award issued on September 1, 2015 by Five Star Professional (FSP) for the time period February 14, 2015 through August 10, 2015. 1837 Washington D.C.- area wealth managers were considered for the award; 227 (12% of candidates) were named Five Star Wealth Managers.
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Tom Palazzo, CFP®
Financial AdvisorFor nearly two decades, Tom has put his clients’ needs first by providing honest, objective, level-headed financial advice. He gets to know his clients well so he can craft solutions and strategies that align with their aspirations, risk tolerance, time horizon, and liquidity needs. High-quality service is extremely important to Tom, which is why he strives to maintain a significantly lower than average client-to-advisor ratio. That way, he can provide the exceptional value and attention his clients deserve on an ongoing basis.
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Andrew “Blake” Ray
Senior Vice PresidentAs a Senior Vice President at Seventy2 Capital, Blake Ray offers financial guidance in the oil, mineral, and gas industries as well as the sports and entertainment industries, technology and innovation, and the entrepreneur class. He has experience serving ultra high net worth clients, specializing in supporting families and business owners. His wealth management philosophy is simple: as someone who grew up in an economically depressed community, he believes work in the private wealth industry is vital to societal growth, as his clients are primarily responsible for job creation in the communities we live and operate in.
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Amy Roberts, CRPC®, AAMS®
Assistant Vice PresidentAs an Assistant Vice President at Seventy2 Capital, Amy Roberts advises clients on retirement income and planning strategies, estate planning strategies, charitable giving, family finances and education savings. She has a focus on helping women achieve their financial goals which has led to regular invitations from women’s groups to educate on the topics of investment management and personal finances.
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Justin Saur
Senior Financial AdvisorAs a Senior Financial Advisor at Seventy2 Capital, Justin has a goal-based approach to wealth management. He builds an investment plan around his clients’ most important goals to help them reach financial freedom. Justin has gained particular experience advising business owners, corporate and non-profit executives, and high net worth individuals and families.
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Frank Scicchitano
Senior Vice PresidentFrank Scicchitano leads the Seventy2 Capital office in Annapolis, MD. Having started his career in one of the most tumultuous times in the market, he has been specializing in helping clients manage their wealth through good and difficult times since 2001. Frank has found success building his practice by concentrating on developing long-term relationships through a commitment to providing firstclass solutions and quality client service
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Nick Shealy
Financial AdvisorAs a Financial Advisor at Seventy2 Capital, Nick Shealy specializes in working with corporate clients to create customized retirement plan solutions while providing continuing training and support for their employees.
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Steve Stanislav
Managing Principal, Stanislav Asset ManagementAs the Managing Principal of Stanislav Asset Management, Steve’s goal is to help clients take a proactive approach to their personal finances. He is dedicated to helping them gain a better understanding of investing, retirement, estate planning strategies, and wealth preservation*. He takes an individualized approach to wealth management, rooted in an understanding that each client’s financial needs and goals are uniquely their own. His flexible, customizable planning methodology helps investors thrive and succeed utilizing solutions designed to best fit their needs.
*Wells Fargo Advisors Financial Network is not a legal or tax advisor.
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Doug Stead
Vice PresidentDoug Stead brings deep experience and professional certifications to his role as Vice President at Seventy2 Capital. He earned the Chartered Financial Consultant® and Retired Income Certified Professional® designations to help serve his clients’ retirement planning and 401(k) needs.
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Nicholas Steier
Senior Vice PresidentIn his role as Senior Vice President at Seventy2 Capital Wealth Management, Nick Steier provides individuals, families, and small business owners with guidance on all their investment planning needs. He takes pride in educating clients and working with them on investing through all market conditions. Nick is also a PIM Portfolio Manager*.
*The PIM program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the Wells Fargo Advisors Financial Network advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.
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James Washington, II
Senior Financial AdvisorJames Washington draws on his expertise working with executives, high-networth-families, foundations and endowments in his role as Senior Financial Advisor at Seventy2 Capital. He has specializations in portfolio evaluation, investment vehicle due diligence & implementation, and preparing portfolio reviews.
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David Wisniewski
Senior Vice PresidentAs a Senior Vice President and Financial Advisor at Seventy2 Capital, David works with families and businesses to plan for their futures and reach financial goals. He is a Certified Divorce Financial Analyst*.
*The use of the CDFA® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.
View Full Bio SERVICE TEAM
Michelle Barrera
Executive AssistantMichelle Barrera is the Executive Assistant to the CEO and Co-Founder of Seventy2 Capital, Paul Carlson. In addition to her support of the office of the CEO and his overall management of the practice, Michelle plays a critical role as a strategic business partner to its clients, providing dedicated client support aligning with Seventy2 Capital's mission to meet the clients' financial objectives. In this capacity, Michelle manages the CEO's calendar and travel arrangements, assists in client communications and document preparation, and other responsibilities as needed.
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Cory Chambers
Senior Registered Wealth AssociateCory Chambers prides himself on providing outstanding customer service to Seventy2 Capital clients. He is responsible for all facets of the operations and account management functions and supports the senior advisors in the Annapolis, MD office.
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Brian Davies
Senior Registered Wealth AssociateAs a Senior Registered Wealth Associate, Brian Davies is driven to enhance relationships and provide quality service. He is a dedicated point of contact for all client matters and inquiries related to products, services, and the operational framework at Seventy2 Capital.
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Katrina Ellis
Senior Registered Wealth AssociateKatrina Ellis
X Senior Registered Wealth Associate Download VcardLocated at Tysons Corner and Leonardtown
If you were to sum up Katrina Ellis’s role as Senior Registered Wealth Associate into one phrase, it’d be striving to make life easier for others. As a Senior Registered Wealth Associate, Katrina is responsible for handling all administrative tasks for her financial advisors and their clients. To better serve those clients, she earned her Series 7 and 66 registrations which allows her to also place trades when needed. Additionally, she handles various office management responsibilities and acts as a resource for operational efficiencies for other associates.
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Janine Granados
Senior Wealth AssociateAs a Senior Wealth Associate, Janine is here to support her Advisor and provide exemplary service to her clients. Her responsibilities include managing client services, new accounts and transfers and resolving client information requests.
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Betty Gunter
Senior Registered Wealth AssociateAs a Senior Registered Wealth Associate with Seventy2 Capital, Betty Gunter assists financial advisors with service and operational activities including client requests for account related information and the preparation of client documents and reviews.
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Paul Hofmann
Senior Registered Wealth AssociateAs a Senior Registered Wealth Associate at Seventy2 Capital, Paul Hofmann draws on his 20 years of experience to enhance the day-to-day client experience. He is responsible for providing operational and administrative support to a team of advisors and their clients.
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Jodelle Jones
Senior Wealth AssociateAs a Senior Wealth Associate, Jodelle Jones is responsible for both operational and administrative functions for the Leesburg office, supporting her financial advisors. With fifteen years of experience serving customers in the financial industry, Jodelle provides outstanding, personalized client services. Prior to working at LII of Seventy2 Capital Wealth Management, she was employed at Morgan Stanley.
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Joy Lomibao
Vice President, Client RelationsA Founding Member
As a Founding Member of Seventy2 Capital, Joy Lomibao was instrumental in establishing the practice’s operating procedures, systems implementation and creating a positive and forward-thinking culture. Now, as Vice President of Client Relations, she interacts daily with clients and advisors, providing outstanding care, professionalism, and competence. Joy believes in giving every client top-quality, personalized attention and solution-oriented service, which has earned her an exceptional reputation among clients and others in the industry.
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Antonio Price
Senior Registered Wealth AssociateA Founding Member
Antonio is a Senior Registered Wealth Associate who has been with Seventy2 Capital since the practice’s founding in 2016. He provides critical support to multiple financial advisors and is a trusted resource for the company’s Wealth Associate team. Antonio’s highest priority is ensuring that the practice’s advisors have the tools and resources necessary to meet each client’s specific goals.
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Jay Quimby
Registered Wealth AssociateJay Quimby is a Registered Wealth Associate in the Tysons Corner, Virginia office. He provides precise and thoughtful service to clients. Jay has a deep understanding of the tools and strategies to deliver high-level, personalized investment strategies to clients and believes that client satisfaction should drive every decision he makes.
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Amy Rinaudot
Senior Wealth AssociateAmy Rinaudot is a Senior Wealth Associate who joined Seventy2 Capital in 2021. She provides excellent operational and administrative support to multiple financial advisors and their clients. Amy believes in maintaining a thorough, positive, and thoughtful approach, making her an incredible asset to Seventy2 Capital and the company’s client base
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Colby Savadove
Senior Registered Wealth AssociateAs a Senior Registered Wealth Associate, Colby’s primary role is to take care of the operational and account management needs of her clients. She is dedicated to helping make their lives easier; it is important to her to help them navigate their accounts and answer any questions they may have to put their minds at ease when dealing with their finances. She holds Series 7 and Series 66 registrations, to aide in placing trades for the sale or purchase of securities.
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Sandy Shaeffer
Senior Registered Wealth AssociateSandy Shaeffer is a Senior Registered Client Service Associate at Seventy2 Capital’s Hunt Valley office, where she is a pivotal resource for financial advisors, assisting them with administrative tasks. Her role entails daily interactions and operations for clients such as account opening, reporting, asset transfers and fund disbursements.
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Kevin Shultis, CIMA®
Registered Wealth AssociateAs a Registered Wealth Associate, Kevin Shultis is committed to providing exceptional care when managing client relationships and shows diligence when responding to their day-to-day inquiries. With the client service team in Bethesda, Kevin works collaboratively in processing paperwork, opening accounts, and tending to overall client account administration functions.
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Alex Simet
Wealth AssociateAs a Wealth Associate, Alex Simet’s primary goals are to assist with client onboarding, asset and money movement, account maintenance, research, and additional tasks to help the team at Seventy2 Capital. In this position, he looks forward to building a foundation to prepare himself to become a financial advisor.
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Nancy Skonberg
Senior Registered Client AssociateAs a Senior Registered Client Associate, Nancy strives to provide the very best care to her clients, and exercises her strong attention to detail and ability to see the big picture to create a smooth and productive client experience. Additionally, she holds her Series 7 and Series 66 registrations, enabling her to place trades.
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Lisa Spangler
Senior Wealth AssociateAs a Senior Wealth Associate, Lisa is dedicated to excellent client service before, during, and after the sale and strives to have a direct impact on the overall success of her financial advisors. Her primary role is to handle operational needs such as client onboarding, asset and money movement, account maintenance, research, and special inquiries.
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Sandy Vecere
Senior Registered Wealth AssociateSandy Vecere is a Senior Registered Wealth Associate in the Hunt Valley office where she is responsible for the onboarding of new clients as well as assisting with their operational and account management needs. With over 30 years of experience in the industry, she specializes in providing top quality service and maintaining excellent relationships with clients
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