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
Summer Adams
Administrative
Law Assistant
Zachary Adams, J.D.
Paralegal
Josh Barber
Executive Director and
Co-Founder
Executive Director
& Co-Founder
James Bellamy, J.D.
Administrative
Law Assistant
Veronica Canto
Employee Relations Manager
Elena Chandler
Administrative
Law Assistant
Jordan Chandler
Business Development Executive
Karen Curry
Analyst/Controller
Andrea Dinet
Business Development Executive
Matt Durr, E.A.
Senior Business
Development Manager
Senior Business Development Manager
Francesca Forcinito
Marketing Manager
Danielle Fouther
Business Development Executive
Regan Gorman
Client Relations Coordinator
Kenneth Garcia
Document Processing Coordinator
Gabriella Jetmore
Production Assistant
Jason Kirkland
Executive Director
Becca Malone
Executive Assistant
Anthony Maina
Business Development Executive
Carrie Medina
Administrative
Law Assistant
Tori Moyer
Administrative
Law Assistant
Anthony Novelle
Business Development Executive
Courtney Raymond
Senior Executive
of RIA Services
Meghan Reed
Administrative
Law Assistant
Sylvia Reiss
Business Development Executive
Stacy Santmyer, E.A.,
Executive Vice President
Executive Vice President
Megan Seley
Portal Coordinator
Sheyla Serrano
Enrollment Coordinator
Kitty St. Laurent
Executive Editor
Ashley Tapia
Business Development Executive
Annie Tieu
Database Administrator
Joseph Viverito
Business Development Executive
Collin Whitten
Research Coordinator
Elizabeth Wimpee
Business Development Executive
Michael Wunderlich
Discovery & Investor Services Coordinator
Olivia Zagorec-Marks
Scheduling Coordinator
Affiliates
Michael O'Gara, Esq.,
Solo Practice
Charitable Partner
