About Us



About Us


 

Our story? It's really your story, too.

AdvisorLaw has grown the way you have, keeping pace with the ever-increasing demands of the U.S. financial services market. But instead of trying to be all things to all people, AdvisorLaw has chosen to provide the most important things to one: the financial advisor or wealth manager.

This focus was set long before 2016, when our founder, Dochtor D. Kennedy, was lead counsel for a firm specializing in acquisition loan assistance for financial advisors. It didn’t take long for him to realize that their customers needed much more than just money—their concerns spanned from erroneous investor claims and unjustified BrokerCheck disclosures to employer contract disagreements and beyond. The need was clear.

Today, AdvisorLaw is the leading full-service firm providing industry representation to thousands of financial advisors and wealth managers, nationwide. That’s because we’ve grown with our clients, and we’ve kept our singular focus exclusively on them and no one else.

You see, it’s all about you.


Free Consultation

Our story? It's really your story, too.


AdvisorLaw has grown the way you have, keeping pace with the ever-increasing demands of the U.S. financial services market. But instead of trying to be all things to all people, AdvisorLaw has chosen to provide the most important things to one: the financial advisor or wealth manager.

This focus was set long before 2016, when our founder, Dochtor D. Kennedy, was lead counsel for a firm specializing in acquisition loan assistance for financial advisors. It didn’t take long for him to realize that their customers needed much more than just money—their concerns spanned from erroneous investor claims and unjustified BrokerCheck disclosures to employer contract disagreements and beyond. The need was clear.

Today, AdvisorLaw is the leading full-service firm providing industry representation to thousands of financial advisors and wealth managers, nationwide. That’s because we’ve grown with our clients, and we’ve kept our singular focus exclusively on them and no one else.

You see, it’s all about you.


Free Consultation

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Summer Adams Administrative Law Assistant

Summer Adams

Administrative Law Assistant

Zachary Adams Paralegal

Zachary Adams, J.D.

Paralegal

Michelle Atlas, J.D. Managing Associate

Managing Director
of Operations
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Contact Michelle
James Bellamy, J.D. Administrative Law Assistant

James Bellamy, J.D.

Paralegal

Tad Burton, J.D. Managing Associate

Managing Director of
Client Relations
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Contact Tad
Veronica Canto Employee Relations Manager

Veronica Canto

Director of Human Resources

Elena Chandler, Administrative Law Assistant

Elena Chandler

Administrative Law Assistant

Jordan Chandler Business Development Executive

Jordan Chandler

Inside Sales Specialist

Chris Cross Senior Operations Manager

Director of Analytics
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Karen Curry Analyst/Controller

Karen Curry

Controller

Samantha DePrima, J.D., LL.M Director of Lien Resolution

Samantha DePrima,
J.D., LL.M 

Director of Lien Resolution
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Contact Samantha
Andrea Dinet Business Development Executive

Andrea Dinet

Inside Sales Specialist

Matt Durr, E.A. Senior Business Development Manager

Director of Mergers
& Acquisitions
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Contact Matt
Francesca Forcinito, Marketing Manager

Francesca Forcinito

Director of Marketing

Derrick Galantowicz

Derrick Galantowicz, J.D.

Associate
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Contact Derrick
Kenneth Garcia Document Processing Coordinator

Kenneth Garcia

Document Processing Coordinator

Regan Gorman ​Client Relations Coordinator

Regan Gorman ​

Administrative Support Supervisor

Wren Green

Wren Green

Administrative Law Assistant

Wren Green

Braden Gummin

Administrative Law Assistant

Jason Kirkland Executive Director

Jason Kirkland

Director of Outside Sales

Contact Jason
Amy Luna

Amy Luna

Inside Sales Specialist

Jalene Major

Jalene Major

Administrative Law Assistant

Becca Malone Executive Assistant

Becca Malone

Executive Assistant to
the President

Megan Seley Portal Coordinator

Megan Mata

Portal Coordinator

Chelsea Masters, J.D.

Meredith McNulty

Inside Sales Manager

Carrie Medina Administrative Law Assistant

Carrie Medina

Investor Services Coordinator

Chris Meunier

Chris Meunier

Inside Sales Specialist

Tori Moyer Administrative Law Assistant

Tori Moyer

Arbitration Ranking & Document Processing Coordinator

Stephanie Naylor

Stephanie Naylor, E.A.

Administrative Law Assistant

Anthony Novelle Business Development Executive

Anthony Novelle

Inside Sales Specialist

Courtney Raymond

Courtney Raymond

Director of RIA Services

Contact Courtney
Meghan Reed Administrative Law Assistant

Meghan Reed

Administrative Law Assistant

Sylvia Reiss Business Development Executive

Sylvia Reiss

Inside Sales Specialist

Sheyla Serrano Enrollment Coordinator

Sheyla Serrano

Enrollment Coordinator

Kitty St. Laurent Executive Editor

Kitty St. Laurent

Executive Editor

Annie Tieu Database Administrator

Annie Tieu

Senior Systems Administrator

Collin Whitten Research Coordinator

Collin Whitten, CSCP

Compliance Analyst

Michael Wunderlich Discovery & Investor Services Coordinator

Michael Wunderlich

Discovery & Investor
Services Manager

Olivia Zagorec-Marks Scheduling Coordinator

Olivia Zagorec-Marks

Administrative Support Supervisor



Affiliates


Michael Bessette, Esq., ​HLBS

Michael Bessette, Esq. 

Senior Attorney, HLBS
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Owen Harnett, Esq., HLBS

Owen Harnett, Esq.

Managing Attorney, HLBS
Read Bio

Rebecca Mastel, Esq., ​HLBS

Rebecca Mastel, Esq. 

Attorney, ​HLBS
Read Bio

Michael O'Gara, Esq., ​Solo Practice

Michael O'Gara, Esq.

Director of Expungement
Read Bio


All photos copyright protected by and courtesy of Alan Kim Boling, Jr. and George Rosales.

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