Team Bios



Team Bios




RIA Registration & Compliance for SEC/State Registered Professionals

Michelle Atlas, J.D. Managing Associate

Michelle Atlas-Quinn, J.D. - Vice President of RIA Operations

Michelle Atlas-Quinn, J.D.
Vice President of
RIA Operations

  • Attorney licensed by the Colorado Supreme Court to practice law (active registration)
  • Juris Doctorate from the University of Denver Sturm College of Law
  • Former FINRA licenses Series 7, 63, and 24 and former Colorado life and health insurance license
  • Bachelor of Arts in Philosophy from the University of Colorado


Erika Binnix Associate

Erika Binnix, J.D. - Associate

Erika Binnix, J.D.
Associate

  • Licensed by the Colorado Supreme Court to practice law (active registration)
  • Juris Doctorate from Southern Methodist University
  • Bachelor of Arts in Political Science from Western Kentucky University


Jhansi Fusco, J.D. - RIA Associate

Jhansi Fusco, J.D. - Associate

Jhansi Fusco, J.D.
Associate

  • Attorney licensed in the State of Connecticut to practice law (active registration)
  • Juris Doctorate from Suffolk University Law School
  • Bachelor of Arts in Journalism and Communications from the University of Connecticut


Jake Jacobsen

Jake Jacobsen, J.D. - ​Associate

Jake Jacobsen, J.D.
Associate

  • Attorney licensed by the Colorado Supreme Court to practice law (active registration)
  • Juris Doctorate from University of Denver Sturm College of Law
  • Bachelor of Arts in Political Science from Fort Lewis College


Janet Messer - Senior Compliance Analyst

Janet Messer - Senior RIA Compliance Analyst

Janet Messer
Senior RIA Compliance Analyst

  • 24+ years of Financial Services Industry Experience
  • Experience across Banks, Broker-Dealers, and Registered Investment Advisors
  • Previously held FINRA Series 7 license and Colorado life and health insurance license


David Reichert - RIA Compliance Analyst

Dave Reichert - Senior RIA Compliance Analyst

Dave Reichert
Senior RIA Compliance Analyst

  • 15+ years of Financial Services Industry Experience
  • 10+ years of partnering with financial advisors to provide planning and investment advice to clients
  • Previously held FINRA Series 7 and 66 licenses and Colorado life and health insurance licenses


Martin Remming, J.D. - RIA Associate

Martin Remming, J.D. - Associate

Martin Remming, J.D.
Associate

  • Attorney licensed in the State of Indiana to practice law (active registration)
  • Juris Doctorate from Indiana University Maurer School of Law
  • Bachelor of Arts in History from the University of Rochester


Regulatory Compliance for FINRA Registered Professionals

Tad Burton, J.D. Managing Associate

Tad Burton, J.D. - Managing Director of Client Relations

Tad Burton, J.D.
Managing Director of
Client Relations

  • Attorney licensed by the Colorado Supreme Court to practice law (active registration)
  • Juris Doctorate from the University of Denver Sturm College of Law
  • Bachelor of Arts in History and Anthropology from the University of Colorado



Harris Freedman, J.D., Senior Associate

Harris Freedman, J.D. - Senior Associate

Harris Freedman, J.D.
Senior Associate

  • Attorney licensed by the Florida Supreme Court to practice law (active registration)
  • Juris Doctorate from Nova Southeastern University
  • Bachelor of Science in Business from the Florida State University




Peter Lindholm, J.D.

Peter Lindholm, J.D. - Associate

Peter Lindholm, J.D.
Associate

  • Attorney licensed by the Washington Supreme Court to practice law (active registration)
  • Attorney licensed by the Oregon Supreme Court to practice law (active registration)
  • Juris Doctorate from the University of Oregon
  • Master of Business Administration (MBA) from University of Oregon
  • Bachelor of Science in Political Science and Business Management from East Carolina University


Affiliates

Chelsea Bauer, Esq., Senior Attorney, HLBS

Chelsea Bauer, Esq. - Senior Attorney, HLBS

Chelsea Bauer, Esq.
Senior Attorney, HLBS

  • Licensed by the North Carolina Supreme Court to practice law (active registration)
  • Licensed by the South Carolina Supreme Court to practice law (active registration)
  • Juris Doctorate from Charlotte School of Law
  • Bachelor of Arts in Communication from College of Charleston



Michael Bessette, Esq., ​HLBS

Michael Bessette, Esq., ​- Managing Attorney, HLBS

Michael Bessette, Esq.
 Managing Attorney, HLBS

  • Attorney licensed by the Colorado Supreme court to practice law (active registration)
  • Attorney licensed by the Massachusetts Supreme court to practice law (inactive registration)
  • Juris Doctorate from New England Law
  • Bachelor of Science in Sociology from Suffolk University



  • Attorney licensed by the Colorado Supreme court to practice law (active registration)
  • Attorney licensed by the New York Supreme court to practice law (active registration)
  • Juris Doctorate from Charlotte School of Law
  • New York Supreme Court, Appellate Division Third Judicial Department
  • Bachelor of Arts in Criminology from Davis & Elkins College


John Quinn, Esq. - Principal, Quinn Law Partners

John Quinn, Esq. - Principal, Quinn Law Partners

John Quinn, Esq.
Principal, Quinn Law Partners

  • Attorney licensed by the Pennsylvania Supreme Court to practice law (active registration)
  • Attorney licensed by the Washington DC Supreme Court to practice law (active registration)
  • Attorney licensed by the Virginia Supreme Court to practice law (active registration)
  • Juris Doctorate from George Washington University
  • Bachelor of Science from Villanova University


Administrative

Josh Barber ​Executive Director and Co-Founder

Josh Barber - CIO & Co-Founder

Josh Barber
CIO & Co-Founder

  • Bachelor of Science in Finance and International Business from the University of Colorado
  • Bilingual English / Spanish



Chris Cross Senior Operations Manager

Chris Cross - Senior Operations Manager

Chris Cross
Senior Operations
Manager

  • Bachelor of Arts in Philosophy from the University of Colorado



Matt Durr, E.A. Senior Business Development Manager

Matt Durr, E.A. - Vice President of Mergers & Acquisitions

Matt Durr, E.A.
Vice President of
Mergers & Acquisitions

  • Enrolled Agent
  • Bachelor of Arts in Economics from the University of Northern Colorado


Dochtor Kennedy, MBA, J.D. - President and Founder

Dochtor Kennedy, MBA, J.D. - President & Founder

Dochtor Kennedy,
MBA, J.D.
President & Founder

  • Attorney licensed by the Colorado Supreme Court to practice law (active registration)
  • Juris Doctorate from the University of Denver Sturm College of Law
  • Master of Business Administration (MBA) with a major in Finance from Keller Graduate School of Management  
  • Bachelor of Science in Business Administration (BBA from the University of Minnesota)
  • Former FINRA licenses Series 7, 63, and 55 and former L&H license


Stacy Santmyer, Executive Vice President

Stacy Santmyer, E.A. - Executive Vice President

Stacy Santmyer, E.A.
Executive Vice President

  • Bachelor of Science in Business Administration from the University of Colorado
  • Enrolled Agent

Contact us to discuss AdvisorLaw's array of comprehensive services.

The consultation is complimentary, and our services were created exclusively for financial advisors.

(303) 952-4025