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

Meet the Team

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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

Michelle Atlas, J.D.

Managing Associate
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Contact Michelle
Josh Barber ​Executive Director and Co-Founder

Josh Barber ​

Executive Director
& Co-Founder
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Contact Josh
James Bellamy, J.D. Administrative Law Assistant

James Bellamy, J.D.

Administrative
Law Assistant

Erika Binnix Associate

Erika Binnix, J.D.

Associate
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Contact Erika
Tad Burton, J.D. Managing Associate

Tad Burton, J.D.

Managing Associate
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Veronica Canto Employee Relations Manager

Veronica Canto

Employee Relations Manager

Elena Chandler, Administrative Law Assistant

Elena Chandler

Administrative
Law Assistant

Jordan Chandler Business Development Executive

Jordan Chandler

Business Development Executive

Chris Cross Senior Operations Manager

Chris Cross

Senior Operations Manager
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Karen Curry Analyst/Controller

Karen Curry

Analyst/Controller

Samantha DePrima, J.D., LL.M Director

Samantha DePrima,
J.D., LL.M 

Director
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Contact Samantha
Andrea Dinet Business Development Executive

Andrea Dinet

Business Development Executive

Matt Durr, E.A. Senior Business Development Manager

Matt Durr, E.A.

Senior Business
Development Manager
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Contact Matt
Francesca Forcinito, Marketing Manager

Francesca Forcinito

Marketing Manager

Harris Freedman, J.D. Associate

Harris Freedman, J.D.

Associate
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Contact Harris
Kenneth Garcia Document Processing Coordinator

Kenneth Garcia

Document Processing Coordinator

Regan Gorman ​Client Relations Coordinator

Regan Gorman ​

Client Relations Coordinator

Wren Green

Wren Green

Administrative Law Assistant

Erica Harris, J.D. ​Associate

Erica Harris, J.D.

​Associate
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Contact Erica
Jered Harris, J.D. ​Associate

Jered Harris, J.D.

​Associate

Jered Harris, J.D. ​Associate

Jake Jacobsen, J.D.

​Associate
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Doc Kennedy, MBA, J.D. President and Founder

Doc Kennedy,
MBA, J.D.

President & Founder
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Contact Doc
Jason Kirkland Executive Director

Jason Kirkland

Executive Director

Contact Jason
Jalene Major

Jalene Major

Administrative
Law Assistant

Becca Malone Executive Assistant

Becca Malone

Executive Assistant

Chelsea Masters, J.D.

Chelsea Masters, J.D.

​Associate​
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Contact Chelsea
Chelsea Masters, J.D.

Meredith McNulty

Business Development Executive

Carrie Medina Administrative Law Assistant

Carrie Medina

Administrative
Law Assistant

Frances Menzer, J.D. Associate

Frances Menzer, J.D.

Associate
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Contact Frances
Christopher Meunier

Christopher Meunier

Business Development Executive

Joshua Miller

Joshua Miller, J.D.

Director of
Industry Disputes
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Contact Josh
Zachary Morse

Zachary Morse, J.D.

Associate
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Contact Zachary
Tori Moyer Administrative Law Assistant

Tori Moyer

Administrative
Law Assistant

Stephanie Naylor

Stephanie Naylor

Administrative
Law Assistant

Anthony Novelle Business Development Executive

Anthony Novelle 

Business Development Executive

Courtney Raymond

Courtney Raymond

Senior Executive
of RIA Services

Contact Courtney
Meghan Reed Administrative Law Assistant

Meghan Reed

Administrative
Law Assistant

Sylvia Reiss Business Development Executive

Sylvia Reiss

Business Development Executive

Stacy Santmyer, Executive Vice President

Stacy Santmyer, E.A.

Executive Vice President
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Contact Stacy
Megan Seley Portal Coordinator

Megan Seley

Portal Coordinator

Shinduk Seo

Shinduk Seo, J.D.

Associate
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Contact Shinduk
Sheyla Serrano Enrollment Coordinator

Sheyla Serrano

Enrollment Coordinator

Maggie Shelton

Maggie Shelton

HR & Billing Assistant

Kitty St. Laurent Executive Editor

Kitty St. Laurent

Executive Editor

Annie Tieu Database Administrator

Annie Tieu

Database Administrator

Joseph Viverito, Business Development Executive

Joseph Viverito 

Business Development Executive

Collin Whitten Research Coordinator

Collin Whitten, CSCP

Research Coordinator

Elizabeth Wimpee Business Development Executive

Elizabeth Wimpee

Business Development Executive

Benjamin Winograd, J.D. ​Associate

Ben Winograd, J.D.

​Associate
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Contact Ben
Michael Wunderlich Discovery & Investor Services Coordinator

Michael Wunderlich

Discovery & Investor Services Coordinator

Olivia Zagorec-Marks Scheduling Coordinator

Olivia Zagorec-Marks

Scheduling Coordinator

Kurt Zimmerman Associate

Kurt Zimmerman, J.D.

Associate & Regulatory Compliance Specialist
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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
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Rebecca Mastel, Esq., ​HLBS

Rebecca Mastel, Esq. 

Attorney, ​HLBS
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Michael O'Gara, Esq., ​Solo Practice

Michael O'Gara, Esq.

​Solo Practice
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Leila M. Shaver, Esq.

​Shaver Law Group

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

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