Cole Dow
Cole Dow brings a unique blend of athletic experience and financial strategy to his role as Director of VestGen Athlete. As a former NCAA and NFL football player, Cole understands firsthand the challenges athletes face in managing their careers on and off the field. Before joining VestGen, Cole co-founded The Athlete Collective, a boutique firm […]
Matt LaLonde
Bio Coming Soon
Thomas J. Ericson
Thomas J. Ericson rejoined the company in June 2021. Prior to rejoining, Tom served as the Chief Legal Officer and Compliance Officer for several different Broker Dealers and Investment Advisors. He is a frequent lecturer to producer groups and national associations on compliance related matters. Tom has passed the Pennsylvania Bar exam and Life and […]
Claudette Devlin
Claudette Devlin joined the team in 2016 as a Billing Associate and quickly advanced over the years to her current position of Senior Staff Accountant where she plays a vital role in both finance and billing. Prior to joining us, Claudette worked in the banking industry as a Staff Accountant undertaking several responsibilities including merger/acquisition […]
Cathy Sayers
Cathy is an experienced financial professional with a proven 10-year track record of success in operations management. She excels at supporting cross-functional teams, driving increased productivity, and enhancing both advisor and end-client satisfaction. Outside of work, Cathy cherishes time spent with family and friends and her three French Bulldogs: Tucker, Jovie, and Shmulu. She also […]
Dave Powell
David Powell joined the company in 2003, and as the Executive Director, Systems & Technology, he is responsible for maintaining the current technology used by the firm and providing vision to address future technological needs. Prior to joining us, David worked for Comar, Inc., a large glassware and plastic manufacturer, as a UNIX programmer and […]
Don Williams
Don Williams joined the company in 2004 and oversees the Back and Middle office departments of the firm. Don worked for Montauk Financial Group prior to joining us. Don earned a Bachelors degree in Economics from Rutgers College, Rutgers University. He enjoys all outdoor activities, especially golfing and mountain biking.
Greg Scheider
Greg has been with the group since 2003 in various roles and is currently serving as the Managing Director, Finance in charge of strategy, business development, marketing, and implementation of new processes and technology. Prior to joining the team, Greg spent 10 years in corporate America as an accountant for several suburban Chicago-based companies. He […]
Jason Sippel
Jason attributes his life’s success to God and his family. With a Master’s in Quantitative Finance and a Bachelor’s in Philosophy from seminary, Jason combines analytical rigor with a strong ethical foundation. His passion lies in stock analysis and data optimization, leveraging tools like Excel to uncover insights. Currently, Jason works in compliance, billing, and […]
Leslie Bolanos
Leslie oversees key areas including technology integration, and organizational efficiency, driving innovation to support the firm’s growth. Known for her strategic acumen and leadership, Leslie fosters a collaborative culture that prioritizes excellence and accountability. Leslie holds a B.S. in Finance from Illinois State University.