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Our History

Telemus was founded in 2005 as an independent, fee-based firm that offers comprehensive financial advisory, investment management and asset management solutions. Telemus was created with the belief that our clients deserve a more imaginative approach than what was available from traditional firms. Our founders shared a strong conviction that there was a better way to meet client needs.

Telemus became a partner firm of Focus Financial Partners (“Focus”) in 2013. Focus is a leading partnership of independent, fiduciary wealth management firms. Focus provides superior access to best practices, resources and continuity planning for its partner firms who service individuals, families, employers and institutions with wealth management, benefit and investment consulting services. Focus partner firms maintain their entrepreneurial independence, while they benefit from the synergies, scale, economics and best practices of the market leader to achieve their business objectives.

Your Team

All 46 /Advisory Team 29 /Business Operations 9 /Integrated Insurance Solutions 2 /Investment Management 9 /Organizational Leadership 7 /Partners 6

Adam Pawloski, CFP®

Financial Life Advisor

Alex Simmons

Manager, Private Investments

Andrew Bass, CPA, CWM, PFS

Chief Wealth Officer

Andrew Hambleton AWMA®

Associate Financial Life Advisor

Ari Fischman, CFP®

Financial Life Advisor

Bob Hochkins, AWMA®

Financial Life Advisor

Brian Babcock

Senior Investment Analyst

Charlene Reardon

Senior Financial Life Advisor

Chris Mackenzie, CFP®, JD

Financial Life Advisor

Claudia Johnson

Client Service Manager

Darius Lambert

Network Administrator

David Post

Co-Chief Investment Officer

Deborah Tagarel

Operations Associate

Diana J. Joseph, JD

Senior Financial Life Advisor, Partner

Dodi Andrews

Controller

Elle Barrett

Finance and Accounting Analyst

Emily S. Rodgers

System Integration Manager

Eric C. Oppenheim, JD

Chief Compliance Officer/General Counsel

Gary Ran

Chairman/CEO, Senior Financial Life Advisor, Partner

Jennifer L. Gayton

Client Service Manager

Johannah Schiffer

Director, People and Places

Josh Levine, CFP®

Senior Financial Life Advisor, Partner

Kana Kubota

Client Service Manager

Karen Wimberley

Senior Client Service Manager

Kelli Saperstein Anderson, CAP®

Director, Operations

Kristen Sowards

Insurance Operations Associate

Kyle Deal, CFP®

Associate Financial Life Advisor

Lauren M. Genuardi, MBA

Financial Life Advisor

Lyle Wolberg, CFP®

Senior Financial Life Advisor, Partner

Mary Bakhaus

Senior Financial Life Advisor

Matt Dmytryszyn, CFA

Director, Investments

Matt Ran, AWMA®

Chief Operating Officer, Partner

Matthew Heckler, JD

Director, Corporate Executive Services

Matthew J. Mueller

Equity Trader

Michael Ran

Financial Life Advisor

Michelle Kirk

Client Service Manager, Operations Specialist

Pauline Lacson-Reid

Client Service Manager

Renee Wolgin, C.P.A., CGMA

Director, Family Office

Rob Culver

IT Manager

Robert Stone

Senior Financial Life Advisor, Partner

Thomas A. Munoz

Associate Financial Life Advisor

Tom Kessel, AWMA®

Financial Life Advisor

Tom Uber

Municipal Bonds Portfolio Manager

Tracy Almassy

Brand Experience Manager

Trever Helmstead, CFA

Financial Life Advisor

William Wallbank

Portfolio Analyst/Fixed Income Trader
© 2019 Telemus Capital, LLC
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