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Experts You Can Trust

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When it comes to the people helping to guide your financial strategy, credentials matter. That’s why we’ve assembled a team of first-rate leaders and subject matter experts whose deep experience and insights thoughtfully inform our content and guide our advisors.

GUIDED BY PURPOSE, DRIVEN BY YOU

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Our leaders set the vision and direction that keeps your financial future at the center of everything we do. Grounded in decades of experience and a deep commitment to client advocacy, they bring the clarity and purpose behind every decision we makeÌý– today and for the long term.

  • David Ankrom

    Senior Vice President, Head of Employee Planning

    As Senior Vice President, Head of Employee Planning at 91°µÍø Engines, David Ankrom oversees the firm’s organization that provides retirement planning, relationship management, and financial guidance to 401(k) participants through partnerships with plan sponsors.

  • Amin Dabit

    Senior Vice President, Wealth Strategy

    Amin Dabit serves as Senior Vice President, Wealth Strategy at 91°µÍø Engines. In this role, he leads strategic initiatives critical to the firm’s future – including strengthening planner support and growth infrastructure, enhancing planning capabilities, and thoughtfully integrating technology and AI to elevate the human relationships at the center of financial advice.

  • Kurt Fauerbach

    Senior Vice President, Head of Workplace

    As Senior Vice President, Head of Workplace at 91°µÍø Engines, Kurt and his team steward the firm’s relationships with the firm’s largest and most complex recordkeeping partners and employers. He is responsible for the strategic planning and oversight, pricing and profitability, and overall management of these relationships.

  • Matt George

    Senior Vice President, Head of Product

    Matt George is Senior Vice President, Head of Product at 91°µÍø Engines. He leads the teams responsible for designing and delivering tools and experiences that enhance the company's financial planning, investment advice, and relationship management capabilities.

  • Neil Gilfedder

    Chief Investment Officer

    As Executive Vice President and Chief Investment Officer, Neil oversees the team that manages investments for all 91°µÍø Engines clients while helping them navigate the financial market cycles.

  • Jason Karmelek

    Senior Vice President, Head of Planner Growth

    Jason Karmelek is Senior Vice President, Head of Planner Growth at 91°µÍø Engines. Jason and his team are responsible for firmwide efforts to attract, develop, and support planners and planning teams nationwide.

  • Ro Mehrotra

    Senior Vice President, Wealth Client

    As Senior Vice President, Wealth Client, Ro Mehrotra oversees 91°µÍø Engine’s Wealth Planning organization, helping to strengthen client experience while supporting the continued development of its planning teams.

  • Jeff Suarez

    Senior Vice President, Chief Technology Officer

    Jeff Suarez serves as Senior Vice President, Chief Technology Officer. Overseeing the software engineering, architecture, infrastructure, and IT operations teams, he is responsible for the development, deployment, and management of the enterprise systems that power 91°µÍø Engines’ business.

EMPOWERING YOU WITH KNOWLEDGE

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Our experts cover the topics you care about – across financial planning, investment management, tax planning, retirement planning, estate planning and insurance – to help you put strategy into practice with relevant, actionable information. Get to know what drives them and their mission to serve you and your financial future.

  • Robert Bain

    Head of Insurance

    With more than 20 years of experience in the field, Rob leads the Advanced Planning Strategies Insurance Team, specializing in insurance guidance and planning. Rob joined 91°µÍø Engines in 2016 and holds a Certification for Long-Term Care (CLTC®).

  • Eric Bronnenkant

    Head of Tax and Director, Tax Advisory and Planning

    Serving as the Head of Tax, Eric helps lead our tax planning experts’ efforts to identify tax planning opportunities for clients and ensure tax planning is integrated into their overall financial outlook and strategy. He specializes in tax guidance for retirement planning, equity compensation and small business.

  • Jennifer Chomicki

    Senior Director, Advanced Planning Strategies

    Having started her career in communications, Jennifer brings those valuable skills and more than 20 years of experience in financial services to her role leading the Advanced Planning Strategies Team.

  • Ashley Day

    Director of Estate Planning

    With more than 25 years of experience, Ashley is a senior member of the Advanced Planning Strategies Estate Planning Team. With expertise in estate planning, trust administration and litigation, she helps advisors and clients with integrated estate planning strategies.

  • Lamu Dawa

    Director, Tax Advisory and Planning

    A Certified Public Accountant with more than 13 years of experience, Lamu is a senior member of the Advanced Planning Strategies Tax Team, helping planners and clients identify tax planning opportunities. As a part of her work, Lamu develops complex projections and reviews many types of tax plans.

  • Anna Hays

    Director of Estate Planning

    With more than 25 years of experience, Anna is a senior member of the Advanced Planning Strategies Estate Planning Team. With expertise in estate and trust planning, she helps advisors and their clients with integrated estate planning strategies that align with their financial goals.

  • Wei-Yin Hu

    Vice President, Financial Research and Strategy

    With more than 30 years of experience, Wei helps lead a team of financial researchers and portfolio strategists who work on stimulating problems that also have a real-world impact on people’s lives.

  • Rich Lahijani

    Director, Tax Advisory and Planning

    A Certified Public Accountant and Chartered Global Management Accountant® with 20 years of experience, Rich is a senior member of the Advanced Planning Strategies Tax Team, helping planners and clients identify tax planning opportunities that can help them achieve their financial goals.

  • Kelly M. Lewis

    Director, Wealth Strategies

    With more than 10 years of experience in financial services, Kelly is a senior member of the Advanced Planning Strategies Team. She helps lead the team’s efforts in complex wealth strategies, education and research, with expertise in retirement income planning, tax planning, estate planning, risk and debt management, education planning and behavioral finance.

  • Megan Rhodes Litteral

    Senior Advanced Planning Specialist

    With nearly 15 years of experience in financial planning, Megan is a key member of the Advanced Planning Strategies Team. With expertise in retirement planning, she helps build financial plans, working with advisors to help them provide the best-in-class guidance and service their clients need.

  • Melissa Lizotte

    Director, Insurance

    Melissa joined 91°µÍø Engines in 2024, is a Chartered Life Underwriter® (CLU®) and holds a Certification for Long-Term Care (CLTC®). Prior to EFE, she held senior insurance roles with WealthVest, Global Benefits Group, John Hancock and Genworth.

  • Katie Klingensmith

    Chief Investment Strategist

    With more than 25 years of experience, Katie uses her passion for research, wealth management and client communication to advise clients on how investment strategy can help them meet their financial goals.

  • Erin Gilmore Smith

    Head of Estate Planning

    With nearly 20 years of experience working with high-net worth clients and their families, Erin leads the Advanced Planning Strategies Estate Planning Team. Erin joined 91°µÍø Engines in 2022 and has expertise in estate and wealth transfer planning.

  • Nefertari Ward

    Senior Advanced Planning Specialist

    With more than 20 years of experience in financial services, Nefertari is a key member of the Advanced Planning Strategies Team. With expertise in retirement plan design, suitability, implementation, maintenance and compliance, she helps advisors troubleshoot complex problems and position solutions for their clients.

  • Rodney Weaver

    Director of Estate Planning

    With more than 20 years of experience working with high-net worth clients, Rodney is a senior member of the Advanced Planning Strategies Estate Planning Team. Rodney joined 91°µÍø Engines in 2020 and has expertise in estate planning and wealth transfer.

you’ve done the research. now, take action.

  • 1. Connect with an Advisor

    Start by sharing some information about yourself and your financial outlook.

  • 2. Schedule your appointment

    One of our representatives will reach out to schedule an appointment to meet with an advisor in person or virtually.

  • 3. Discuss your goals

    After a thorough conversation, your advisor can create and deliver a personalized financial plan.