Our Team

Ted Jenkin - CFP®, AWMA®, CRPS®, AAMS®, CRPC®, CMFC®

Co-CEO

Kile Lewis, CRPC®

Co-CEO
Heather Albert

Director of Client Services
Arthur Benz

President of oXYGen Financial Insurance, Inc. and Private CFO®
Cristina Briboneria, CFP®

Vice President, Private CFO®

Danielle Brookson
Scott W. Bryant, CFP®

Vice President and Private CFO®
Laura De Luca

Director of Business & Technology Operations
Elizabeth Elrod
Tax and Business Services Group
Steven B. Goldstein CFP®, CRPC®

Vice President, Private CFO®
Mike Grizzard, CFP®

Vice President, Private CFO®
Brandon Hayes

Senior Vice President Strategic Business Alliances
Flint Huff
oXYGen Financial Insurance - Agent
Susan Kurzydlo, CPA®

Tax and Business Services Group
Whitney Lee

Administrative Staff
Dan Lucas, CPA®

Executive Vice President, Tax and Business Services
Teonna McCullough

Tax and Business Services Group
Valeriya Minina

Tax and Business Services Group
Glenn Molenar

Marketing Specialist
Eric Pucciarelli, MBA, CRPC®

Vice President, Private CFO®
Chris Sands

Vice President and Private CFO®
Specialist - Dentist Professionals
Susan Sweeney

Vice President, Private CFO®
Jeremiah Thompson

Vice President, Private CFO®

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