Meet Your Team
All Members
HR & Accounts
Sales & Marketing
IT Support
Christopher Marston, Esq.
Chief Executive Officer Exemplar Companies, Pbc.
Steven R. Monticone
Chief Operating Officer, Exemplar Companies, PBC
Joelle Paul-Cook, Ph.D.
Chief Human Capital Officer, Exemplar Companies, PBC
Ryan Allison
Managing Director, Head of Flexpertise, Exemplar Consulting, LLC
Katherine Brand
Managing Director, Exemplar Consulting, LLC
Louis Amatucci, Esq.
Managing Director, Head of Securities Practice, Exemplar Law, LLC
Eric Geppert
Managing Director Head of Corporate/M&A, Exemplar Law, LLC
Moshe Goldzweig
Director, Corporate/M&A, Exemplar Law, LLC
DiNitia Cazy
Chief Compliance Officer, Exemplar Capital, LLC Exemplar Wealth, LLC
Jeffrey Abramczyk
Managing Director, Regulatory Compliance Practice, Exemplar Consulting, LLC
Andrew J Szabo, CFA
Managing Director – Tax Product and Life Sciences Practice, Exemplar Capital, LLC
Victor Garcia
Managing Director, Investment Banking, Exemplar Capital, LLC
Bob Hertz
Managing Director of Health Tech Commercialization, Exemplar Wellcare, LLC
Greg McDonnell
Senior Associate, Exemplar Consulting, LLC
Fred B. Wilcon, Esq.
Managing Director – Corporate Department, Exemplar Law, LLC
Chris Ashoff
Managing Director, Exemplar Consulting, LLC
Jessica Neihardt
Operations Manager, Exemplar Companies, PBC.
Vanessa Peters, MD
Vice President of Wealth Management, Exemplar Wealth Advisors, LLC
William Dodge
Fractional COO/CFO, Exemplar Consulting, LLC
Michelle Trumble
Executive Assistant, Exemplar Companies, PBC.
Troy Vanderburg
Digital Innovation & Capital Markets Consultant Exemplar Consulting, LLC
Clifton Smith
B2B Strategic Partnership and CPA Exemplar Consulting, LLC
David Loughran
Senior B2B Strategic Partnership Consultant Exemplar Consulting, LLC
Richard Strauss, Esq.
Vice President, Exemplar Law, LLC
Michael Tuohy
Principal Examiner and Consultant, Exemplar Consulting, LLC
Michael Zarlengo
Vice President, Distribution, Exemplar Capital, LLC
Sean Campbell
Managing Director, National Accounts, Exemplar Capital, LLC
Bill Hoop
Managing Director – Real Estate Distribution, Exemplar Capital, LLC
Roman Vayner
Trademark Counsel, Exemplar Law, LLC
Brian Tucker
Marketing and Business Strategist, Exemplar Consulting, LLC
James Velsor
Principal Examiner, Exemplar Consulting, LLC
Stephan Jan Meyers, Esq.
Specialty Counsel – Securities Compliance, Exemplar Law, LLC
Susan Walker
Paralegal, Exemplar Law, LLC
Richard Feldman
FINOP, Exemplar Capital, LLC
Paul Haberman, Esq.
Special Counsel – Litigation, Exemplar Law, LLC
Jim Rogers
Business Growth Consultant, Exemplar Consulting, LLC
William (Bill) Lloyd, CFP®, ChFC, AIF®, CPFA
Advanced Tax Strategist, Exemplar Capital LLC
Brian J. Kane
Tax Consultant, Exemplar Tax, LLC
Jacqueline Hazan
Senior Consultant, Human Resources, Exemplar Consulting, LLC
Advisors
All Members
HR & Accounts
Sales & Marketing
IT Support
Keith Montgomery, PMP, SPC
Managing Director - Digital Assets
Dr. Dakota Peterson
Medical Advisor, Exemplar Consulting, LLC
Mary Arnold
Senior Business and Lobbyist Consultant, Exemplar Consulting, LLC
Clifton Smith
B2B Strategic Partnership and CPA Exemplar Consulting, LLC
Jeremiah Wolfe
Marketing and Technology Consultant, Exemplar Consulting, LLC
Kipp Stroden
Business Growth Consultant, Exemplar Consulting, LLC
Exemplar Experience
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Exemplar was created to completely disrupt the professional services industry, with holistic guidance across tax, law, strategy and capital, and delivered with no hourly bill. The relationship with clients comes first, and genuine relationships don’t happen when billing clients by the hour.
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