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Our Team

Investor Solutions named among top 100 Independent Financial Advisers two years in a row

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The Financial Team	The Administration & Operations Team
Frank Armstrong, III. CLU, CFP^®, AIFA^® CEO/Founder Frank Armstrong, founded Investor Solutions, Inc. to provide investors with objective advice and leading edge investment management. View Full Bio	David Seiglie Operations Manager With over 20 years of experience in financial management & operations, David leads our efforts in all aspects of our Operations. View Full Bio
Richard J. Feldman CFP^®, AIF^®, MBA Managing Partner/Senior Financial Advisor Richard draws upon his experience and expertise in his dual role as our Managing Partner and as a Senior Financial Advisor. View Full Bio	Maggie Saavedra Boone Operations Supervisor An indispensable member of the team, Maggie is our go to gal for IT, operations, training and everything else. View Full Bio
Robert J. Gordon CFP^®, AIFA^®, MBA Senior Financial Advisor Rob brings a wealth of experience to Investor Solutions in portfolio construction and financial planning for high net worth clients and their families. View Full Bio	Jennifer Llerena Gonzalez Client Service Associate As a member of the Operations team, Jennifer handles all aspects of client requests. View Full Bio
A. Jason Whitby CFP^®, CFA, AIFA^®, MBA Senior Financial Advisor With a diverse background and impeccable credentials, Jason is committed to ensuring that everyone receives good financial advice; especially his clients. View Full Bio	Paul Fernandez Client Service Associate As a member of the Operations team, Paul handles all aspects of client requests. View Full Bio
Ana Maria Martinetti-Katz CFP^®, CPA, AIF^®, MBA Financial Advisor Ana Maria brings her expertise as a CPA to ensure tax advantaged portfolios for our clients. View Full Bio
John J. Pitlosh CFP^®, MST Financial Advisor With almost a decade of experience in the financial services and tax industry, John is a terrific recent addition to the Investor Solutions team. View Full Bio
Jeremy Carpenter MBA Portfolio Analyst We look to Jeremy for all those reports, all those comparisons, all that analysis as well as client service. View Full Bio

The Financial Team

The Administration & Operations Team

Frank Armstrong, III.

CLU, CFP^®, AIFA^®

CEO/Founder

Frank Armstrong, founded Investor Solutions, Inc. to provide investors with objective advice and leading edge investment management.

View Full Bio

David Seiglie

Operations Manager

With over 20 years of experience in financial management & operations, David leads our efforts in all aspects of our Operations.

View Full Bio

Richard J. Feldman

CFP^®, AIF^®, MBA

Managing Partner/Senior Financial Advisor

Richard draws upon his experience and expertise in his dual role as our Managing Partner and as a Senior Financial Advisor.

View Full Bio

Maggie Saavedra Boone

Operations Supervisor

An indispensable member of the team, Maggie is our go to gal for IT, operations, training and everything else.

View Full Bio

Robert J. Gordon

CFP^®, AIFA^®, MBA

Senior Financial Advisor

Rob brings a wealth of experience to Investor Solutions in portfolio construction and financial planning for high net worth clients and their families.

View Full Bio

Jennifer Llerena Gonzalez

Client Service Associate

As a member of the Operations team, Jennifer handles all aspects of client requests.

View Full Bio

A. Jason Whitby

CFP^®, CFA, AIFA^®, MBA

Senior Financial Advisor

With a diverse background and impeccable credentials, Jason is committed to ensuring that everyone receives good financial advice; especially his clients.

View Full Bio