Meet Our Team

At JOYN, “success” means playing a significant role in helping our clients imagine, create and live extraordinary lives. Money is important, but we never forget that money is just one of the tools to create the life we desire and enhance the lives of others. That’s the challenge that gets us excited to come to work every day.




Years - Average Tenure


Charitable Causes Supported by JOYN Team Members


Focused Team


David Geller

CEO & Co-Founder

Matthew Geller

President & Co-Founder

Marc Lewyn

CEO of Strategic Liquidity Services

Susan Davis

Executive VP & Chief Compliance Officer

Gary Whitehurst

Executive VP & Chief Revenue Officer

Amy Oguntala

Executive VP, Client Experience & Operations

Cynthia Studrawa

VP, Human Resources

Advisory Services

Charlie Gray

VP & Senior Financial Advisor

Craig Belisle

VP & Senior Financial Advisor

John Ellard

Senior Financial Advisor

Sergio De La Torre

Senior Financial Advisor

Cindy Wilson

Senior Financial Advisor

Brian Frey

Financial Advisor

Jason Eagle

Financial Advisor

Tiffany Geyer Rosetti

Financial Advisor

Whitney Lee

Financial Advisor

Client Services

Heather DeAngelo

Manager, Client Teams and Services

Sandra Jaramillo

Business Analyst

Caroline Vollertsen

Client Service Advisor

Christie Mumpower

Client Service Advisor

Eric Philips

Client Service Associate

Thomas Withorn

Client Service Associate

Ryan Kling

Client Service Associate

Matthew Stamper

Client Service Administrator

Investment Services

John Steele

Director of Investments

James Bonton

Financial Planner & Senior Portfolio Administrator

Ada Edwards

Portfolio Administrator

Finance and Administration

Gary Battles


Calvin Reid


Bob Sheehan

Part-time Accounting Analyst

Rachel Geller Seiber

HR Associate

Heidi Geller

HR Special Projects Associate & Behavioral Wealth Management Trainer

Professional Services

Tamara Baker

Compliance, Licensing & Registration Coordinator

Karyn Chaney

Office Administrator

Laura Keenan


Hannah Valerio

Project Coordinator

Teresa Acosta

Executive Assistant