Focus Partners Executive and Leadership Team

Corey Abrams, the Founder & Chief Executive Officer at Focus Partners, directs the overarching strategic vision and fiduciary standards of the firm. Abrams architects the long-term growth trajectory, ensuring that every investment philosophy remains aligned with the best interests of high-net-worth families and institutional clients. By overseeing the integration of research-backed wealth management services, the Founder & Chief Executive Officer maintains the firm's position as a premier independent Registered Investment Advisor. This leadership role involves constant collaboration with the Board to refine service offerings in tax-efficient wealth transfer and estate planning. Corey Abrams drives the firm's commitment to high-touch service, balancing institutional technical depth with boutique accessibility. Through rigorous oversight of market positioning, the Founder & Chief Executive Officer secures the firm's reputation as a leader in the financial industry, consistently delivering value across a nationwide network of clients.

Diane Chadwick, the Chief Operating Officer at Focus Partners, manages the internal infrastructure and operational efficiency required to support a premier independent Registered Investment Advisor. Chadwick optimizes the firm's workflows, ensuring that the delivery of comprehensive financial planning services remains seamless across all client segments. By overseeing the technical systems that facilitate tax-efficient wealth transfer and retirement strategies, the Chief Operating Officer enables the firm to scale effectively while maintaining high-touch service standards. This role involves coordinating with other C-suite leaders to implement operational improvements that support the firm's fiduciary-first model. Diane Chadwick drives the execution of internal policies that uphold the firm's status as a leader in the industry. Through the management of daily business functions, the Chief Operating Officer ensures that the firm's nationwide operations remain robust, compliant, and fully aligned with the long-term financial goals of individual investors and institutional clients.

Andrew Vogelstein, the President at Focus Partners, oversees the firm's broad business activities and ensures the successful execution of the fiduciary-led wealth management strategy. Vogelstein directs the firm's growth initiatives, focusing on expanding the reach of comprehensive financial planning services to high-net-worth families and institutional clients. By managing the firm's overall performance, the President ensures that the high-touch service model remains effective across all market segments. This role involves working closely with the executive team to refine the firm's approach to estate planning and wealth transfer, ensuring that all services remain research-backed and client-focused. Andrew Vogelstein drives the firm's operational excellence, maintaining the balance between institutional technical depth and boutique service. Through the oversight of key business units, the President supports the firm's mission to provide personalized financial solutions that help clients control their financial future while focusing on the present.

Jeremy Burger, the Division President, Advisory Leadership at Focus Partners, directs the professional standards and advisory practices for the firm's wealth management teams. Burger architects the training and mentorship programs that ensure every advisor adheres to the firm's fiduciary-first model. By overseeing the quality of financial planning services provided to high-net-worth families, the Division President, Advisory Leadership maintains the firm's reputation for technical depth and personalized care. This role involves monitoring advisory performance and ensuring that all strategies integrate the specific values and life goals of individual investors. Jeremy Burger drives the implementation of best practices in retirement strategies and wealth transfer, ensuring consistency across the firm's nationwide network. Through the leadership of the advisory division, the Division President, Advisory Leadership supports the firm's commitment to delivering research-backed, holistic financial plans that empower clients to achieve long-term success.

Heather Mahoney, the Division President at Focus Partners, manages the regional delivery of wealth management services, focusing on the expansion of the firm's footprint in key markets. Mahoney oversees the operational success of the division, ensuring that high-net-worth families receive the high-touch service that defines the firm's boutique approach. By directing the implementation of tax-efficient wealth transfer and estate planning services, the Division President ensures that regional teams meet the firm's rigorous fiduciary standards. This role involves coordinating with the executive team to align regional growth with the firm's overall strategic objectives. Heather Mahoney drives the development of client relationships, ensuring that the firm's research-backed approach remains central to every financial plan. Through the management of regional operations, the Division President supports the firm's mission to provide comprehensive financial solutions that help clients control their financial future while focusing on the present.

Robert Contreras, the Division President at Focus Partners, leads the firm's institutional client services, focusing on the delivery of complex financial planning and wealth management solutions. Contreras architects the service delivery model for institutional partners, ensuring that the firm's fiduciary-first approach is applied to large-scale portfolios. By overseeing the integration of specialized retirement strategies and estate planning, the Division President ensures that institutional clients benefit from the firm's technical depth and research-backed insights. This role involves managing the division's performance and ensuring that all institutional engagements align with the firm's high-touch service standards. Robert Contreras drives the growth of the institutional division, expanding the firm's influence in the financial industry. Through the oversight of institutional operations, the Division President supports the firm's commitment to providing holistic financial solutions that help clients control their financial future while focusing on the present.

Wendy Hartman, the Division President at Focus Partners, manages the firm's specialized wealth transfer and estate planning division, ensuring that high-net-worth families receive expert guidance. Hartman directs the development of tax-efficient strategies that integrate the specific values and motivations of individual investors into their financial plans. By overseeing the technical execution of complex wealth transfer projects, the Division President ensures that the firm maintains its reputation for institutional-grade expertise. This role involves collaborating with other division leaders to ensure that the firm's fiduciary-first model is consistently applied across all specialized services. Wendy Hartman drives the growth of the estate planning division, ensuring that the firm remains a leader in the industry. Through the management of these critical services, the Division President supports the firm's mission to provide personalized, research-backed financial solutions that help clients control their financial future while focusing on the present.

Vanessa Wieliczko, the Chief of Staff at Focus Partners, synchronizes the executive team's initiatives to ensure cohesive execution of the firm's fiduciary-led wealth management mission. Wieliczko manages the flow of information between departments, facilitating rapid decision-making on complex financial planning projects and institutional client engagements. By overseeing the alignment of strategic priorities, the Chief of Staff ensures that the firm's high-touch service model remains consistent across all regional operations. This leadership role involves bridging the gap between the executive vision and daily operational output, allowing the firm to maintain its competitive edge in the Registered Investment Advisor market. Vanessa Wieliczko drives organizational efficiency by streamlining communication and project management protocols. Through the coordination of cross-functional teams, the Chief of Staff supports the firm's commitment to delivering research-backed, personalized financial solutions that empower clients to control their financial future while focusing on the present.

Dawn Lovelace, the Chief Human Resources Officer at Focus Partners, architects the talent acquisition and development strategies necessary to sustain a premier independent Registered Investment Advisor. Lovelace oversees the cultivation of a high-performance culture that prioritizes fiduciary responsibility and client-centric service. By managing the recruitment of top-tier financial experts, the Chief Human Resources Officer ensures the firm possesses the technical depth required for complex estate planning and wealth transfer services. This role involves designing professional development programs that keep the team at the forefront of industry trends and regulatory standards. Dawn Lovelace drives the implementation of human capital initiatives that support the firm's nationwide growth and high-touch service model. Through the alignment of personnel goals with the firm's core mission, the Chief Human Resources Officer fosters an environment where individual investors and high-net-worth families receive consistent, expert guidance from a highly skilled and motivated workforce.

Lisa Poff, the Principal and Chief Marketing Officer at Focus Partners, directs the brand strategy and market outreach for the firm's comprehensive wealth management services. Poff architects the communication framework that highlights the firm's fiduciary-first model and research-backed approach to high-net-worth families. By overseeing the development of marketing campaigns that emphasize the firm's specialized services in tax-efficient wealth transfer and retirement planning, the Principal and Chief Marketing Officer strengthens the firm's market position as a leader in the industry. This role involves collaborating with the executive team to ensure that all public-facing messaging reflects the firm's commitment to personalized, high-touch service. Lisa Poff drives the expansion of the firm's brand presence across the nation, ensuring that individual investors understand the value of the firm's holistic financial planning. Through strategic brand management, the Principal and Chief Marketing Officer secures the firm's reputation as a trusted partner in financial success.