Our Team
See disclaimer | The Financial Team | The Administration & Operations Team |
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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. |
David SeiglieOperations Manager With over 20 years of experience in financial management & operations, David leads our efforts in all aspects of our Operations. |
Richard J. FeldmanCFP®, AIF®, MBAManaging 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. |
Maggie Saavedra BooneOperations Supervisor An indispensable member of the team, Maggie is our go to gal for IT, operations, training and everything else. |
Robert J. GordonCFP®, AIFA®, MBASenior 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. |
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A. Jason WhitbyCFP®, CFA, AIFA®, MBASenior Financial Advisor With a diverse background and impeccable credentials, Jason is committed to ensuring that everyone receives good financial advice; especially his clients. |
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Ana Maria Martinetti-KatzCFP®, CPA, AIF®, MBAFinancial Advisor Ana Maria brings her expertise as a CPA to ensure tax advantaged portfolios for our clients. |
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John J. PitloshCFP®, MSTFinancial 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. |
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Jeremy CarpenterMBAPortfolio Analyst We look to Jeremy for all those reports, all those comparisons, all that analysis as well as client service. |
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