Meet Our Team
The Cyndeo team is deeply experienced, youthful and demographically diverse. These traits underscore our ongoing tradition of distinctive client service and provide for a continuity of financial and investment expertise.
We look forward to getting to know you.
Adam Hess
Vice President, CW BOSS
Alex Landry
Marketing Manager
Anthony McGuirk
Client Experience Associate
Arlene Alexander
Senior Client Relationship Manager
Brandi Frantzis
Operations Associate
Casey Jorgensen, CFP®, RCC™
Chief Growth Officer
Chelsea Diaz-Wells
Executive Assistant to CEO
Dave Lackore
Chief Operating Officer
Diane Le
Client Experience Specialist
Eric Branson, CKA®
Director Investments
Glenn Rodriguez, CFP®, CIMA®
Senior Vice President
Greg Bourne
Financial Advisor, Corporate Retirement Plans
Julie Battaglia
Senior Client Relationship Manager
Joseph Perrino
Client Relationship Manager
Kent Kilgroe
Financial Advisor
Liesa Abel
Client Relationship Manager
Marcus Maurer
Client Experience Specialist
Matt Kilgroe
President/CEO
Matthew Di Lavore
Relationship Manager
Patricia Caban
Client Relationship Manager
Pete Frantzis, CEPA
Director
Robby Thigpen
Financial Advisor
Ryan Kemp, JD, CFP®, CIMA®, AWMA®
Account Vice President, Financial Advisor
Ryan Quinty, CFP®, CEPA
Vice President Financial Planning
Scott Crouch
Vice President, CW BOSS
Shawn Jiles, C(k)P®
Director
Sidney Richardson
Client Relationship Manager
Stephen Galiardo
Relationship Manager/Portfolio Analyst
Taryn Diaz
Client Relationship Manager
Tom Havard
Vice President, CW BOSS
Tommy Kidwell
Vice President Wealth Management