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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