AdvisorLaw


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.



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

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Managing Associate

Josh Barber ​
Executive Director and
Co-Founder

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Executive Director
& Co-Founder

James Bellamy, J.D. Administrative Law Assistant

James Bellamy, J.D.

Administrative
Law Assistant

Erika Binnix
Associate

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Associate


Tad Burton, J.D.

Managing Associate

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Managing Associate

Veronica Canto Employee Relations Manager

Veronica Canto

Employee Relations Manager

AdvisorLaw Shield

Elena Chandler

Administrative
Law Assistant

Jordan Chandler Business Development Executive

Jordan Chandler

Business Development Executive


Chris Cross
Senior Operations Manager

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Senior Operations Manager

Karen Curry Analyst/Controller

Karen Curry

Analyst/Controller


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

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Samantha DePrima, J.D., LL.M 

Director

Andrea Dinet Business Development Executive

Andrea Dinet

Business Development Executive


Matt Durr, E.A.

Senior Business
Development Manager

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Senior Business Development Manager

AdvisorLaw Shield

Francesca Forcinito

Marketing Manager

Danielle Fouther Business Development Executive

Danielle Fouther

Business Development Executive


Harris Freedman,
J.D.
Associate

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Associate

Regan Gorman ​Client Relations Coordinator

Regan Gorman ​

Client Relations Coordinator

Kenneth Garcia Document Processing Coordinator

Kenneth Garcia

Document Processing Coordinator


Erica Harris,
J.D. ​
Associate

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​Associate

Gabriella Jetmore Production Assistant

Gabriella Jetmore

Production Assistant


Doc Kennedy, MBA, J.D.

President and Founder

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President & Founder

Jason Kirkland Executive Director

Jason Kirkland

Executive Director

Becca Malone Executive Assistant

Becca Malone

Executive Assistant

AdvisorLaw Shield

Anthony Maina

 ​Business Development Executive


Chelsea Masters, J.D.
Associate

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Associate​

Carrie Medina Administrative Law Assistant

Carrie Medina

Administrative
Law Assistant


Frances Menzer,

J.D.
Associate

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Associate

Tori Moyer Administrative Law Assistant

Tori Moyer

Administrative
Law Assistant

Anthony Novelle Business Development Executive

Anthony Novelle 

Business Development Executive

AdvisorLaw Shield

Courtney Raymond

Senior Executive
of RIA Services

Meghan Reed Administrative Law Assistant

Meghan Reed

Administrative
Law Assistant

Sylvia Reiss Business Development Executive

Sylvia Reiss

Business Development Executive


Stacy Santmyer, E.A.,

Executive Vice President

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Executive Vice President

Megan Seley Portal Coordinator

Megan Seley

Portal Coordinator

Sheyla Serrano Enrollment Coordinator

Sheyla Serrano

Enrollment Coordinator

Kitty St. Laurent Executive Editor

Kitty St. Laurent

Executive Editor

AdvisorLaw Shield

Ashley Tapia 

Business Development Executive

Annie Tieu Database Administrator

Annie Tieu

Database Administrator

AdvisorLaw Shield

Joseph Viverito 

Business Development Executive

Collin Whitten Research Coordinator

Collin Whitten

Research Coordinator

Elizabeth Wimpee Business Development Executive

Elizabeth Wimpee

Business Development Executive


Benjamin Winograd,

J.D.
​Associate

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​Associate

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

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Associate

 

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

Charitable Partner


An award-winning 501(c)3 nonprofit working to keep mothers and children together through economic development, awareness, and educational opportunity.
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