Meet Our Team

Lee Warner

Chairman Emeritus

Lee Warner

Chairman Emeritus

After nearly 50 years in the industry, founder and CEO, Lee Warner, announced his retirement at the end of 2025. From TWC’s inception in 1992, Mr. Warner created a firm that specializes in comprehensive financial consulting for affluent individuals, public and privately held companies, with a specific focus on creative estate tax planning, executive benefit and compensation design.

CA Insurance License #0C08766

Richard Spivey

President & Chief Marketing Officer

Richard Spivey

President & Chief Marketing Officer

Rick Spivey has over 42 years of experience in the financial services industry, and specializes in comprehensive wealth strategies, personal financial planning, and wealth transfer services. As President and Chief Marketing Officer, Mr. Spivey brings a strategic and in-depth approach to each client he serves, enabling him to provide best-in-class support to each clients’ financial situation.

Whether advising clients on sophisticated life insurance transactions, or investment strategies, Mr. Spivey becomes genuinely involved with his clients’ financial situations to provide them with exceptional advice that affects their lives and their inheritors for generations to come. As a distinguished authority in life insurance, Mr. Spivey has provided services to business owners, corporate executives, professional athletes, banks, and publicly traded companies. In addition, he has served on the Board of the Baltimore Estate Planning Council, is a Registered Representative with M Holdings Securities, Inc., and holds the designations of Chartered Financial Consultant® and Chartered Life Underwriter® from the American College in Bryn Mawr, Pennsylvania.

Outside of work, Mr. Spivey maintains an active lifestyle. He enjoys spending quality time with family and friends, he is a member of Caves Valley Golf Club and is actively involved in his church and philanthropic activities.

Edwin Killinger

Executive Vice President & Chief Investment Officer

Edwin Killinger

Executive Vice President & Chief Investment Officer

As Executive Vice President and Chief Investment Officer, Mr. Killinger oversees the Private Client Division, including its investment and planning functions as well as deferred compensation planning for the Executive Benefits Division. This includes management of the investment team and development of strategies and products that are recommended to the firm’s clients. He also serves as the firm ‘s Chief Financial Officer, providing strategic direction, and managing the firm’s P&L.

He serves as Chief Compliance Officer for the firm’s Registered Investment Advisor entity and OSJ Branch Manager for broker/dealer operations. Prior to joining The Warner Companies in 1994, Mr. Killinger was with T. Rowe Price Associates, Inc. in Baltimore, Maryland.

Mr. Killinger holds a Bachelor of Arts degree in Economics with a Certificate in Finance from University of Maryland, where he graduated cum laude, and an MBA and M.S. in Finance from the University of Maryland's Robert H. Smith School of Business. He earned his Chartered Financial Analyst® (CFA) designation in 1998 and is a member of the Baltimore CFA Society (formerly the Baltimore Security Analysts Society) and CFA Institute (formerly the Association for Investment Management & Research). He is also a member of the Financial Planning Association (FPA) and earned his Certified Financial Planner® (CFP) designation in 2011. He is a registered representative with a Financial Industry Regulatory Authority (FINRA) member holding the Series 6, 7, 24, and 66 securities registrations. Additionally, he is an Enrolled Agent, licensed to practice before the Internal Revenue Service.

Mr. Killinger serves as an advisor to the Finance Committee of the Carson Scholars Fund. He is a member of the Board of Directors of the Barnett-Searing National Cancer Foundation. He is a member of the Board of Trustees and Chair of the Finance Committee for Trinity School of Maryland. In 2015, Mr. Killinger was a member of the Howard County Community Advisory Board for the Y of Central Maryland.

CA Insurance License #0H24159

Michael Anderson

Executive Vice President

Michael Anderson

Executive Vice President

Mr. Anderson is primarily responsible for forming retirement plan solutions, servicing retirement plans and managing private managed money accounts. He holds Series 6, 7, 24 and 66 securities licenses, as well as a life and health insurance producers’ license in California, Iowa and Florida. Mr. Anderson holds the Accredited Investment Fiduciary® (AIF®) professional designation and has more than 30 years in retirement plan management, investment management, brokerage and corporate finance. He is a nationally recognized advisor in the retirement investment advisor field and has managed over $3 billion in his career, including at the top tier of American business.

As a Senior Finance and Investment Analyst for Bergen Brunswig Corporation—now known as AmerisourceBergen—he managed the assets of the firm’s qualified retirement plans and cash portfolios and was the corporate finance staff’s lead analyst. Prior to joining TWC, Mr. Anderson was Executive Vice President of Finestone Partners.

Mr. Anderson graduated from University of California, Los Angeles (UCLA) with a Bachelor’s Degree in Finance and has studied at the UCLA Anderson School of Management and Boston University.

CA Insurance License #0D33223

Andrea Altnow Boser

Associate Director – Executive Benefits

Andrea Altnow Boser

Associate Director – Executive Benefits

As Associate Director of Client Services, Ms. Boser is responsible for managing the implementation and ongoing administration of executive benefit plans. She works extensively with our clients and participants to provide administrative and support services.

Prior to joining TWC, Ms. Boser was an Account Executive with Integrated Health Strategies, formerly Clark Consulting. She has over 20 years of insurance and benefit plan administration experience, as well as seven years’ office management experience.

Ms. Boser earned a Bachelor of Science degree in Business Management with a minor in Marketing from Carlson School of Management at the University of Minnesota.

Michael Boehm

Director of Operations & Client Service

Michael Boehm

Director of Operations & Client Service

As Director of Operations and Client Service, Mr. Boehm is responsible for managing the call center staff for both day-to-day customer service issues and enrollments. Mr. Boehm works with our policy holders, clients and vendors to help ensure complete satisfaction among policy holders. Additionally, Mr. Boehm manages the daily operations of the firm and works closely with all team members to ensure accuracy and that all client needs are met in a timely and efficient manner.

Prior to joining TWC, Mr. Boehm was Director of Underwriting for an international life settlement company, and has more than ten years’ experience in the insurance industry. He also has four years’ experience as an addictions counselor and served in the United States Marine Corps.

Mr. Boehm earned a Bachelor of Arts degree in Psychology with a minor in Criminal Justice from Widener University. He also holds a life and health insurance license in the state of Pennsylvania.

Nancy Churby

Executive Service Representative

Nancy Churby

Executive Service Representative

Nancy Churby serves as an Executive Service Representative, where she is responsible for assisting clients with their service needs, coordinating with insurance carriers, researching and resolving inquiries, and providing timely, efficient support. In addition to her client service responsibilities, Ms. Churby works closely with the Communications Department by preparing marketing materials, maintaining communication inventory and providing market research and support. She also assists the New Business Department and supports several other areas of the organization, including the Voluntary Benefits Department Call Center.

Prior to joining The Warner Companies, Ms. Churby spent 13 years with a national executive benefits consulting firm, where she served as an Executive Assistant and gained extensive experience in client relations, administrative support and benefits administration.

Tristan Colglazier

Account Executive – Voluntary Benefits

Tristan Colglazier

Account Executive – Voluntary Benefits

Tristan Colglazier is an Account Executive specializing in the marketing, analysis, and placement of voluntary benefit programs. He partners with brokers, carriers, and employers to develop customized benefit strategies through carrier marketing, RFP management, underwriting coordination, and plan design evaluation.

Recognized for his analytical mindset, attention to detail, and client-focused approach, Tristan delivers strategic, data-driven solutions that help organizations enhance their benefits offerings and support employee well-being.

Prior to joining the benefits team, Tristan worked in the mortgage, property management, and hospitality industries and studied Economics at Wheaton College.

CA Insurance License #4408183

Kim Costa

Receptionist

Kim Costa

Receptionist

As Receptionist, Ms. Costa is responsible for greeting and directing all visitors, handling incoming calls, and special administrative projects including written correspondence and proposal preparation.

Ms. Costa earned a Bachelor’s degree in Business, and a minor in Psychology, from Eastern University. Prior to TWC, Ms. Costa was an Independent Sales Consultant for nine years and also worked as an Office Manager. She is a key part in the daily administration of the office.

Eric Curtis

Analyst - Private Client

Eric Curtis

Analyst - Private Client

As Analyst – Private Client, Mr. Curtis specializes in quantitative and qualitative investment research, workflow optimization, and problem solving. Prior to joining The Warner Companies, he provided investment research for the Student Managed Investment Fund at West Virginia University, and served five years in the United States Marine Corps as a KC-130J Hercules Mech. Here, Sergeant Curtis was meritoriously promoted four times and rated Marine of the Pacific six times.

Mr. Curtis holds a Bachelor of Business Administration and a Master of Finance. He is a registered representative with a Financial Industry Regulatory Authority (FINRA) member firm holding the Series 7.

Jason Drennan

Senior Account Manager – Voluntary Benefits

Jason Drennan

Senior Account Manager – Voluntary Benefits

As Senior Account Manager – Voluntary Benefits, Mr. Drennan is responsible for planning, implementation and ongoing management of client engagement throughout the course of the plan year. He has an extensive background in project management.

Prior to joining The Warner Companies, Mr. Drennan was the Marketing Director for a local, private membership establishment where he developed and evaluated marketing strategies and conducted surveys and interviews to gather and analyze customer insight.

Mr. Drennan attended the University of Oklahoma with a Bachelor of Arts degree in Film and Video Studies.

Susan Ellsworth

Associate Director - Private Client

Susan Ellsworth

Associate Director - Private Client

As Associate Director – Private Client, Ms. Ellsworth is responsible for service, operations, and implementation of recommendations within the Private Client area. This includes new business as well as service of the firm's existing clientele.

Prior to joining TWC, Ms. Ellsworth worked at Akers Financial Group as the client data coordinator. Ms. Ellsworth was responsible for tracking investments, transactions, creating reports, assisting clients with website access and research. Ms. Ellsworth also worked for Kissinger Financial in client administration.

Ms. Ellsworth is a graduate of Goucher College with a Bachelor’s Degree in Business Administration with a concentration in Finance.

Erica Gerhart

Managing Director – Private Client

Erica Gerhart

Managing Director – Private Client

As Managing Director – Private Client, Ms. Gerhart is responsible for client service management and oversight on daily tasks and special projects for the Private Client Department. Her supervision includes expertise in client account reconciliations and data management, research and data gathering, compliance procurement, client quarterly statements, and ensuring optimal workflow of the operations team.

Ms. Gerhart is a graduate of West Virginia University with a Bachelor’s Degree in Multidisciplinary Studies, with concentrations in advertising, communications, sports and exercise psychology.

Prior to joining TWC, Erica worked for the British Embassy in Washington, DC as an Examiner and Correspondence Officer.

Thomas Gramigna

Senior Vice President

Thomas Gramigna

Senior Vice President

Mr. Gramigna specializes in comprehensive financial consulting services to high-net-worth individuals and successful corporations. Prior to joining TWC, he provided financial planning for clients for one of the top 28 largest insurance companies.

Mr. Gramigna holds a Bachelor of Business Administrative degree from Loyola College in Baltimore, Maryland. In 1991 and 1992 he was named NCAA Academic All-American by the Golf Coaches Association of America. He is a registered representative with a Financial Industry Regulatory Authority (FINRA) member firm holding the Series 6, 63, and 65 securities registrations and insurance licenses for life, health, disability and long term care.

In addition to Mr. Gramigna’s business and professional activities, he is an avid golfer. Mr. Gramigna is a former New Jersey Amateur and Mid-Amateur Champion, has been named "New Jersey Golfer of the Year" and competed in several USGA events. He was President of Tavistock Country Club from 2014-2016 and was on the Board of Governors from 2003 to 2021.

Katee Gran

Vice President – Voluntary Benefits

Katee Gran

Vice President – Voluntary Benefits

As Vice President of Voluntary Benefits, Katee Gran leads the strategic direction, growth, and operations of the Voluntary Benefits division. She is responsible for overseeing all aspects of the voluntary benefits lifecycle, including business development, carrier marketing, plan design, implementation, enrollment strategy, employee advocacy, client service, and ongoing program management. Katee works closely with clients, brokers, carrier partners, and internal teams to develop customized benefits strategies that enhance employee engagement, drive participation, and support organizational objectives.

In her leadership role, she oversees enrollment operations, account management, employee advocacy services, carrier relationships, financial performance, and team development. She also directs the division's operational processes, technology initiatives, and service delivery model to ensure exceptional client and employee experiences throughout the year.

Ms. Gran has more than 20 years of experience in marketing, employee benefits, insurance operations, and client relationship management. Prior to joining The Warner Companies, she served as Director of Marketing and Administration for a local insurance firm. She also spent seven years with wellPORTAL, LLC in Las Vegas, Nevada, where she served as an Account Manager overseeing patient-centered healthcare programs for corporate and union clients ranging from 500 to 2,500 employees.

Ms. Gran graduated from Towson University with a Bachelor of Science degree in Mass Communication, specializing in Marketing.

Amanda Hastings

Senior Account Manager – Voluntary Benefits

Amanda Hastings

Senior Account Manager – Voluntary Benefits

As a Senior Account Manager specializing in Voluntary Benefits, Amanda Hastings is responsible for the planning, implementation, and ongoing management of client engagement throughout the plan year. She is dedicated to delivering a seamless client experience while ensuring programs meet both organizational goals and employee needs.

With over 10 years of experience in the benefits industry, Amanda has held roles with Employee Benefit Services of Maryland and Consolidated Insurance Center. Her expertise includes employee and voluntary benefits strategy, as well as leading and executing successful open enrollment processes.

Amanda holds her Life and Health Insurance license and plays an active role in mentoring new team members, helping to guide their development and prepare them for advancement as the team continues to grow.

She earned her Bachelor’s degree from Ithaca College in Television-Radio and Digital Marketing, where she was also a member of the varsity lacrosse team.

Noah Hofmann

Associate Director – Private Client

Noah Hofmann

Associate Director – Private Client

As Associate Director- Private Client, Mr. Hofmann is responsible for client service, operations, and implementation of recommendations within the Private Client area. This includes new business as well as service of the firm's existing clientele.

Prior to joining TWC, Mr. Hofmann worked as an Operations Associate for Morgan Stanley handling the daily operations for their Secured Lending Desk. With almost five (5) years of experience in Syndicated Loan Operations, Noah specializes in mitigating risk, high value transactions, and client service.

Mr. Hofmann received his bachelor’s degree in business administration, with a concentration in Finance from Towson University. While attending university, Noah was a member of the Towson University Investment Group, where they practiced investment research and planning strategies.

Katy Kissel

Call Center Service Representative

Katy Kissel

Call Center Service Representative

As a Call Center Service Representative, Ms. Kissel is responsible for assisting clients with service needs, addressing all questions and providing an accurate and efficient response.

Ms. Kissel graduated from McDaniel College with a Bachelor’s Degree in English with minors in Writing and Sociology. She was a Resident Advisor, helping other students resolve differences, and tutored in the Writing Center where she assisted students to improve their writing skills. Ms. Kissel holds a life and health insurance license in the state of Maryland.

Jacqueline Kosiorek

Vice President – Information Systems

Jacqueline Kosiorek

Vice President – Information Systems

As Vice President, Information Systems, Ms. Kosiorek designs, analyses and evaluates programming and technology solutions for our business systems. She has developed a proprietary database to house detailed information on plan participants, policies, status, and eligibility for various plans providing TWC a process to quickly and easily advise clients and carriers. She acts as the liaison to ensure data accuracy and integrity between clients and vendors, and has enhanced the TWC reporting capabilities by creating concise benefits reports. She also develops strategies for data management and the overall implementation of the databases.

Prior to joining TWC, Ms. Kosiorek was the Manager of Financial Planning and Analysis for Johns Hopkins Healthcare where she oversaw the EHP line of business. She developed and maintained budgets for both the EHP line of business and the Managed Care Division of Johns Hopkins Healthcare. She also conceived, designed and implemented a system to audit claims and setup.

Ms. Kosiorek holds a Bachelor of Science degree in Accounting from Loyola College and has over 20 years of accounting and data management experience.

Peter Lester

Senior Vice President

Peter Lester

Senior Vice President

Mr. Lester has over 18 years of experience in the area of Executive Benefits. Throughout his career, Mr. Lester has been responsible for building strong, long-term relationships with his clients.

Prior to joining TWC, Mr. Lester was a founding partner of a commercial real estate firm and was the top Atlanta Commercial Realtor in 1991. He developed over two million square feet of mixed-use space and planned the development of four parks totaling over 1,200 acres. Mr. Lester's clients benefit from this project management experience. He started his career in executive benefits as the Chief Administrative Officer for a start-up firm in Atlanta and spent over 14 years with another national executive benefit consulting firm.

Mr. Lester's clients include companies in the Fortune 500 marketplace. He serves clients with plans ranging from ten eligible participants to over 500 eligible participants. He has completed projects for clients in diverse industry sectors, such as: High Tech/Information Services, Manufacturing, Home Building, Consumer Products, Public Utility, Defense, Hospitality and Banking. Several of his clients have discrimination testing issues in their 401(k) Plans, and he has worked to provide benefit restoration to the key employees using cost effective solutions.

Mr. Lester earned his Bachelor of Arts degree in Economics from Grove City College (PA) and his MBA from Emory University (GA). He holds FINRA Series 6 and 63 securities registrations, as well as life and health insurance licenses.

In addition to Mr. Lester's professional achievements, he is a trained percussionist and has played drums for a number of bands. He founded two non-profit organizations that strive to support high school athletes in his local community and encourage younger children to be more active. From 2011 through 2021, Mr. Lester taught micro-economics for a local college.

Andrea Marquez

Planning Coordinator

Andrea Marquez

Planning Coordinator

As Planning Coordinator, Ms. Marquez assists the Vice President of Planning in completing individual and executive client casework as well as maintaining and updating departmental reports. Responsibilities include generating comprehensive financial plans, providing quotes and presentations for executive benefits clients, coordinating the preparation of insurance proposals, and reporting on planning department casework.

Ms. Marquez also provides policy services for TWC’s licensed insurance agents, including updating and finalizing policy service changes, obtaining necessary records, and reviewing account history. She also manages the licensing and appointments for all licensed individuals at TWC, as well as helps facilitate the licensing process for our strategic partners.

Before joining TWC, Ms. Marquez worked in Operations at the Galen College of Nursing and as a Credentialing Specialist for SAP Referral Services. She received her bachelor’s degree in public history from Stevenson University.

Serena Matheny

Director – Private Client

Serena Matheny

Director – Private Client

As Director of Private Client, Mrs. Matheny serves as a trusted advisor to the firm’s two executives and oversees strategic initiatives, operational planning, and cross-functional team coordination. She manages the complex schedules and communications for the President and Chief Marketing Officer, and Executive Vice President & Chief Investment Officer. She maintains relationships with clients, organizes meetings, helps implement new procedures, and performs a variety of administrative tasks.

Prior to joining TWC, Serena worked in philanthropy development for over a decade, where she served in a variety of roles supporting major healthcare organizations and an independent school in Baltimore City. During her career, she managed various CRMs, created and implemented events, collaborated with key stakeholders and boards, oversaw a multi-faceted grants program, and spearheaded new systems and processes.

Mrs. Matheny received a dual bachelor’s degree in English Writing and Public Relations and Mass Communications from Towson University, Summa Cum Laude. For her study abroad at the University of London, Mrs. Matheny earned an Honorary Strategic Public Relations Certificate. She continued her studies, where she received a graduate level certificate in Organizational Management and Leadership.

Devyn Milanese

Voluntary Benefits Administrator

Devyn Milanese

Voluntary Benefits Administrator

As Voluntary Benefits Administrator, Ms. Milanese is responsible for supporting the Voluntary Benefits team by tracking financials and marketing documents, as well as providing assistance in case coordination.

Prior to joining TWC, Ms. Milanese worked as a teacher and family service coordinator, as well as the leasing manager for a large apartment complex. Her extensive volunteer work includes the Central Maryland chapters of both Big Brothers Big Sisters and Girl Scouts.

Ms. Milanese holds a bachelor’s degree from Towson University and received her master’s from Salisbury University.

Zachary Miller

Vice President

Zachary Miller

Vice President

As Vice President, Mr. Miller is responsible for working with both the Planning and Investment Departments on all aspects of the planning process, including financial and insurance business development, and cultivating new client opportunities.

Prior to joining The Warner Companies, Zack spent nine years at Strivr as a Senior Director of Revenue Operations, overseeing business development, account management, and sales for high-growth, venture-backed organizations.

Zack grew up just 15 minutes north of San Francisco and relocated to Baltimore in 2020 with his family. Zack received his bachelor’s degree in economics from Stanford University and was captain of the 2007 NCAA Championship-winning golf team. Zack brings a competitive edge and team-first mindset to everything he does.

Outside of work, you’ll usually find him spending time with his family, sneaking in a few putts, or playing full-time chauffeur to his son sporting events.

Marge Mitchell

Director of Accounting

Marge Mitchell

Director of Accounting

As Director of Accounting, Ms. Mitchell is responsible for financial transactions received from various vendors on a monthly basis, entering information about new accounts, and reconciling existing accounts. She also provides administrative support to several departments and is a key part of the daily administration of the office.

Ms. Mitchell has over thirty years of Administrative and Accounts Payable experience and a track record of accurately and efficiently supporting overall accounting activities.

Robert Mulreaney

Business Coordinator

Robert Mulreaney

Business Coordinator

Bobby Mulreaney began his career as an Investment Operations Associate at Axxcess Wealth Management, where he supported financial advisors through investment research, portfolio analysis, and client reporting. Bobby has gained six years of experience in wealth management operations, specializing in account reconciliation, regulatory compliance, and advisor support.

Mr. Mulreaney earned his Bachelor of Science in Business Administration with a concentration in Finance from California State University, San Marcos.

Craig Oliver

Vice President – Planning

Craig Oliver

Vice President – Planning

As Vice President – Planning, Mr. Oliver is responsible for working with both the Planning and Investment Departments on all aspects of the planning process, including insurance case design planning and financial analysis. While his primary focus is individual insurance case design, he also assists in design planning of executive benefit insurance cases.

Prior to joining TWC, Mr. Oliver worked in management within the employee service industry and as a Financial Analyst with a national engineering company.

Mr. Oliver holds a Bachelor of Arts degree in Economics with Certificates in Finance and Technical Writing from the University of Maryland Baltimore County. He has obtained the Maryland state life and health licenses and is a registered representative with Financial Industry Regulatory Authority (FINRA) holding the Series 6 securities registration.

Raymond Penzi

Vice President – Private Client

Raymond Penzi

Vice President – Private Client

As Vice President – Private Client, Mr. Penzi specializes in sophisticated life insurance strategies, multi-generational wealth transfer, holistic financial planning, and executive benefits solutions.

Mr. Penzi has 15 years of experience advising high net worth individuals and successful corporations on complex financial and insurance needs.

Prior to joining The Warner Companies, Mr. Penzi served as a Senior Vice President at Heritage Strategies LLC, where he worked closely with some of the nation’s most prominent families, delivering integrated financial planning, estate and insurance reviews, and customized life insurance strategies designed to address estate tax liquidity, wealth preservation, and long term legacy objectives.

Mr. Penzi earned a Bachelor of Science in Finance and Management from the Dolan School of Business at Fairfield University. He holds the Chartered Financial Consultant® and Chartered Life Underwriter® designations from The American College of Financial Services and is a Certified Financial Planner® professional, as recognized by the Certified Financial Planner Board of Standards, Inc.

He maintains FINRA Series 7 (General Securities Representative) and Series 63 (Uniform Securities Agent State Law) registrations, as well as life, accident and health, and property and casualty insurance licenses.

CA Insurance License #4492407

Keith Purdum

Systems Administrator

Keith Purdum

Systems Administrator

As Systems Administrator, Mr. Purdum manages several of the company's critical technology systems, including CRM and file sharing systems. He provides support for all employees of The Warner Companies as well as collaborates with our corporate IT department to help ensure operational continuity.

In addition, Mr. Purdum evaluates and implements software and services, and he interfaces with related clients, contractors, and vendors.

Mr. Purdum obtained his Bachelor of Arts degree in Computer Information Systems from Towson University in 2001. He also holds a Maryland state life and health Insurance license.

Ilene Salcman

Executive Vice President

Ilene Salcman

Executive Vice President

As Executive Vice President, Mrs. Salcman is responsible for developing collaborative relationships with other professionals in the wealth strategies arena. She brings a highly unique perspective to counseling affluent clients and successful companies since she was first introduced to The Warner Companies from the perspective of a client.

Prior to joining The Warner Companies, Mrs. Salcman served as Executive Vice President of one of the largest Health Systems on the East Coast, where she was a proven business leader with various types of health care organizations. She has extensive experience in strategic planning, development and marketing.

After receiving a Bachelor of Arts degree from Boston University, Boston, Massachusetts, Mrs. Salcman received her MBA/MPH from Columbia University, New York, New York. She is a Registered Representative with a Financial Industry Regulatory Authority (FINRA) member firm and holds health and life insurance licenses.

In 2011, she was the Chairman of The Board Development Committee of the Fund for Educational Excellence, having served as Chair of that Board in the past. In 2017, she was a Board Member of the United Cerebral Palsy Board, member of their Finance and Audit Committee, and their Investment Committee.

Claudia Skolasky

Account Specialist – Voluntary Benefits

Claudia Skolasky

Account Specialist – Voluntary Benefits

Claudia Skolasky serves as an Account Specialist in the Voluntary Benefits division, where she supports client implementations, enrollment strategies, and ongoing account service. She collaborates with Account Managers, carrier partners, and clients to deliver effective benefits solutions and a positive employee enrollment experience.

Prior to joining TWC, Claudia worked as an HR Coordinator for St. John Properties, supporting recruitment and employee onboarding. She is a Baltimore native and graduate of Emmanuel College in Boston, where she developed her interest in organizational management and employee benefits.

Ala Smochinsky

Director – Private Client

Ala Smochinsky

Director – Private Client

As Director – Private Client, Ms. Smochinsky oversees day-to-day operations and ensures the business runs efficiently for our west coast office. She analyzes key areas of daily operations to ensure accuracy and compliance with procedures and controls as well as account performance accuracy and reporting. Ms. Smochinsky coordinates client presentations, review meetings, and customer service requests, and assists portfolio managers in comprehensive investment policy review, investment implementation, re-balancing and asset allocations.

Ala earned both a Bachelor of Science degree in Management and a Master of Business Administration degree with a concentration in Finance and Global Business from Pepperdine University. She is a registered representative with a Financial Industry Regulatory Authority (FINRA) firm holding Series 7 and 66 designations.

Prior to joining TWC, Ms. Smochinsky worked for Finestone Partners as a Client Operations Manager, providing support to the firm’s financial advisors and clients.

Phillip Snyder

Senior Vice President

Phillip Snyder

Senior Vice President

Since 1973, Mr. Snyder has served a broad-based clientele, including high-net worth individuals and families, and both privately-held and publicly-traded companies. Mr. Snyder’s experience ranges across a broad spectrum, from employee and executive benefit planning to wealth accumulation and wealth transfer strategies.

Mr. Snyder received his Bachelor of Arts degree from the University of Maryland, with additional post-graduate studies at The Johns Hopkins University. He received his Chartered Life Underwriter® designation from the American College, located in Bryn Mawr, Pennsylvania, and is a registered representative with the Financial Industry Regulatory Authority (FINRA). Apart from his business activities, Mr. Snyder has been actively involved in many civic, educational and charitable endeavors.

CA Insurance License #4370026

Kristen Stone

Associate Director – Private Client

Kristen Stone

Associate Director – Private Client

As Associate Director – Private Client, Ms. Stone is responsible for service operations and implementation of recommendations within the Private Client area. This includes new business as well as the service of the firm’s existing clientele.

Prior to joining TWC, Ms. Stone worked at Campbell & Company a Baltimore-based hedge fund as an Investment Operations Associate. Ms. Stone was responsible for daily investment transactions and assisted internal and external wholesalers with paperwork, procedures, and marking materials. Ms. Stone also worked for T.Rowe Price and Morgan Stanley.

Ms. Stone is a graduate of New England College with a Bachelor’s Degree in Computer Technology and Communication.

Randy Thompson

Director of Enrollment – Voluntary Benefits

Randy Thompson

Director of Enrollment – Voluntary Benefits

As Director of Enrollment – Voluntary Benefits, Mr. Thompson is responsible for the marketing of new voluntary benefit products, carrier relationships, enrollment strategy for clients and overview of the team of benefit counselors deployed for open enrollment events.

Prior to joining TWC, Mr. Thompson worked in the benefits industry as an Account Manager, Account Executive and Director of Enrollment Strategy. His more than a decade of experience includes responsibility for client and vendor relations, strategic planning and implementation, project management, employee benefits design, and benefits enrollment.

Mr. Thompson is a licensed health and life producer. He is a graduate of Towson University with a degree in Business Administration.

CA Insurance License #0H82938

Timothy Truss

Vice President - Private Client

Timothy Truss

Vice President - Private Client

As Vice President - Private Client, Mr. Truss is involved in the managing and trading of individual portfolios, investment recommendations, and preparing quarterly performance statements. He is also responsible for researching new investment opportunities, analyzing market trends, as well as client communications in the Planning and Investments Departments.

Mr. Truss began his career in the financial services industry in 1998 with Legg Mason Wood Walker. In addition to Legg Mason, he held positions with ICMA Retirement Corporation and Citigroup Institutional Consulting. Prior to joining TWC, he was a senior analyst with a local institutional and high net worth consulting group.

Mr. Truss obtained a Master of Business Administration with a concentration in Finance from Loyola College, and has a Bachelor of Science in Business Administration from Towson University. He is a registered representative with the Financial Industry Regulatory Authority (FINRA) member firm holding Series 7, 63, and 66 securities registrations and holds a Maryland state life license.

Connect With Our Team

Whether you're planning for your family's future or seeking strategic guidance for your organization, The Warner Companies is here to help you navigate what's next with confidence.

Meet Our Team

Connect With Our Team

Whether you're planning for your family's future or seeking strategic guidance for your organization, The Warner Companies is here to help you navigate what's next with confidence.

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