Your C-SUITE

Team

Greg Sloan, CFP®, CEPA

Chief Financial Officer

John Murray

Chief Strategy Officer

Sarah Farol

Director of Accounting

Davy Wallach

Chief Growth Officer

Bill Collins, EA

Tax Partner

Andrea Hanks

Tax Preparer

Tommy Ferguson, CFA

Family CFO

Katherine Sloan

Tax Manager | Executive Assistant

/telos/

your ultimate aim