NDC ADVISORS - Key Persons
Alexandra Leekam serves as an Account Manager at NDC Advisors. Alex has been administering accounts with NDC since 2022. Prior to NDC, Alex worked as a Paralegal for a Personal Injury law firm in Charleston, SC. Alex is a graduate from College of Charleston and enjoys cooking and spending time with her dog.
Job Titles:
- NDC Advisors' Senior Accounts Coordinator
- Senior Accounts Coordinator
Alexis is NDC Advisors' Senior Accounts Coordinator. One of her primary responsibilities is the onboarding of new prospects through the account opening process. Her duties include managing the account pipeline, serving as a resource for questions concerning products and services, compiling information from attorneys and corporate trustees, overseeing the proper funding of new accounts and communicating with families throughout the process. She most recently took on the role of Office Manager as well and oversees the daily operations of the office which includes leading the support team, and the recruiting and training of new support staff.
Andrea Krol is an Account Manager at NDC Advisors. Andrea brings over 20 years in the financial services industry including tax consulting with high net worth individuals and a wide range of work with family offices. Most recently, she was with The Private Trust Company focusing on the administration of personal trusts, special needs trusts, charitable trusts and IRAs. After earning her Bachelor's degree from Baylor University, she went on to earn a Masters of Taxation from the University of Akron. She is currently pursuing her CTFA and is an enrolled agent. Andrea volunteers her time taking her two of her four special needs dogs to schools and assisted care facilities as therapy dogs. She also enjoys spending time with family and cheering on Cleveland sports.
Job Titles:
- Account Manager
- Account Manager at NDC Advisors for Minor
Ashley Layton serves as an Account Manager at NDC Advisors for Minor and Adult Master Trust Sub-accounts. Ashley has been administering accounts since 2010. Prior to NDC Ashley worked as an account administrator at Plaintiff Advisory Group.
Job Titles:
- Administrative Assistant
- in 2016 As an Administrative Assistant
Becky joined NDC Advisors in 2016 as an Administrative Assistant. She brings with her 5 years of administrative experience. Her primary responsibilities include answering incoming calls, processing client requests and assisting account managers. Becky holds a Bachelor's Degree from Clarion University of Pennsylvania.
Job Titles:
- Receptionist
- in 2019 As a Receptionist
Beth Ross joined NDC Advisors in 2019 as a Receptionist. She brings with her over 15 years of administrative experience. Beth's primary responsibilities include answering incoming calls and supporting staff at all levels.
Cameron Daniel is an account manager at NDC Advisors. Prior to joining our NDC team Cameron was a Trust Officer at Comerica Bank & Trust where he managed a collective sort of special needs trusts, conservatorships, and guardianships. Cameron holds a Bachelor of Business Administration degree with a direct focus on Trust and Wealth Management and a minor in Financial Planning from Campbell University.
Elizabeth Molloy Silay MS, OTR/L joined the NDC team in March of 2021 as an Account Manager. Elizabeth attended Gannon University where she earned her Bachelor of Science as well as Master of Science in Occupational Therapy. She has worked as an occupational therapist in multiple settings including pediatrics, home health, and acute rehabilitation specializing in neurological impairments including CVA's & TBI's, amputations, orthopedic injuries, and Parkinson's disease. Elizabeth's background helps to ensure that our clients get the services and equipment best suited to them to live as independently and comfortably as possible. Her focus has always been to help people to overcome physical challenges and realized their maximum potential. She enjoys utilizing her medical background when meeting with clients to better understand their needs and creating a plan to achieve each client's goals. Outside of work, Elizabeth enjoys spending time with her family and skiing.
Job Titles:
- Account Manager
- Account Manager With
Emily Brok serves as an account manager with NDC Advisors. Prior to joining NDC Advisors Emily worked for a nonprofit Pooled Special Needs Trust company where she worked with individuals with disabilities, their families, and agencies to best support and assist each individual based on their daily needs and long term goals. Emily graduated from the University of Pittsburgh with a Sociology degree. She has many years of experience working with clients with disabilities and their families and enjoys the relationships that form from working together. Outside of work Emily enjoys spending time volunteering with Friendship Circle which is an inclusion based community that provides free programs to youth and adults with diverse abilities to enrich the lives of all participants and create lasting friendships.
Job Titles:
- Administrative Assistant
- in 2020 As an Administrative Assistant
Jacqueline joined NDC Advisors in 2020 as an Administrative Assistant. She brings with her 8 years of administrative experience. Her primary responsibilities include processing, client requests and assisting account managers.
Jim serves as an account manager at NDC Advisors working with injured people and their families to provide dedicated, compassionate, and experienced client service and expert account administration. Prior to joining NDC, Jim was a registered nurse in an intensive care and trauma unit of a renowned hospital as well as a rehab nurse at a rehabilitation hospital. His medical background provides our clients, their families, and his colleagues at NDC with valuable insights into the medical needs of our clients.
Jim attended the nursing program at a major Pittsburgh hospital and went on to obtain his Bachelor of Science in Nursing at Ohio University. He received his Masters in Business Administration from Point Park University.
Jena Lugo is an Account Manager at NDC Advisors. She has over 15 years of experience in Trust and Wealth Management, focusing mainly in the area of Special Needs Trust. Jena spent the majority of her career in Arizona, prior to moving to the Pittsburgh region. Jena is an active member of the Estate Planning Council of Pittsburgh.
Jennifer Lea, LMSW, is an account manager at NDC Advisors. Jennifer has many years of experience working with clients experiencing disabilities and special needs. Prior to joining NDC, Jennifer worked as an account manager at Plaintiff Advisory Group, LLC. Jennifer began her career at Fulbright & Jaworski, L.L.P. in the professional development department before completing a Masters of Social Work (MSW) at the University of Houston. As a graduate student, Jennifer interned at a county diversion program for at-risk youth, helping families in crisis and connecting them with a variety of public and private resources. She also interned at a therapeutic school for children with special needs, assisting teachers with children experiencing a variety of neurological differences including autism, traumatic brain injuries and learning disabilities.
Job Titles:
- NFP Structured Settlements in 2015 As an Administrative Assistant
- Relationship Associate
Jennifer Lombardi joined NFP Structured Settlements in 2015 as an Administrative Assistant. In 2018 Jenn transitioned to her current role as a Relationship Associate. She brings with her 10 years of administrative experience. Her primary responsibilities include processing client requests, assisting account managers and assisting with client needs. Jenn holds a Bachelor's Degree from Pittsburgh Technical College.
Jesse Wyels serves as an account manager at NDC Advisors. Jesse attended California University of Pennsylvania where he earned a degree in Nursing Science. Jesse has worked as a registered nurse in a hospital and prior to joining NDC, he worked as a clinical liaison case manager for one of the largest acute rehabilitation companies in the United States. For over fifteen years Jesse specialized in neurological impairments, traumatic and non-traumatic brain injuries, cerebral vascular accidents, spinal cord injuries, and amputations. His medical education and experience helps him understand the unique needs our clients face as they work towards living their best life.
JoAnna is an Account Manager at NDC Advisors. She began working in the financial industry in 2005 in Special Needs Trusts Administration at National City Bank. She added Personal Trust and Guardianship Administration to her skills while working with Wells Fargo Private Bank. She graduated from Pennsylvania State University with a Bachelor of Science in Administrative Dietetics and has completed the Cannon Financial Certified Trust and Financial Advisor coursework.
JoAnna continues to find joy in working with special needs families and the elderly. She supplements her work as a volunteer with the Special Olympics and helping elder community members.
Justin Goldstein leads NDC Advisors' trust administration team. Justin has a J.D. from the University of Pittsburgh School of Law. He started his career as a trial attorney before joining National City Bank. At National City Bank he was a Senior Fiduciary Officer and assisted in the creation of National City's Settlement Consulting Services. Justin's experience also includes The Halpern Group and Harleysville National Bank. Prior to founding NDC, Justin assisted in the creation of Plaintiff Advisory Group, LLC, where he was the Director responsible for account administration.
Karen Soler is an account manager at NDC Advisors. Karen is an attorney who prior to joining NDC, represented clients in the areas of workers' compensation, marital and family law, and personal injury. Karen was a Certified Legal Intern at the U.S. Attorney's Office, Southern District of Florida, where she learned alongside federal prosecutors advocating on behalf of victims of human trafficking and sexual abuse. Karen was actively involved in law school, as President of the Hispanic Law Student Association, a member of The Public Interest Law Society, Public Relations Chair of Phi Alpha Delta, and Legal Research Associate for LexisNexis. Karen is also an active volunteer at a local church providing community service and resources to low income families. Karen resides in South Florida and is fluent in Spanish.
Keila joined NDC Advisors in 2023. She works as an Administrative Assistant. She brings years of experience in clerical and administrative duties. She received her Bachelor in Science of Kinesiology from California State University of Northridge.
Job Titles:
- Administrative Assistant
- in 2023 As an Administrative Assistant
Kira joined NDC Advisors in 2023 as an Administrative Assistant. She brings with her four years of administrative experience. Her primary responsibilities include onboarding new prospective clients, acting as a resource for client questions about the account opening process, coordinating with attorneys and corporate trustees, and aiding in the organization and management of the account pipeline. Kira holds a bachelor's degree from Chatham University.
Elizabeth joined NDC Advisors in 2022 as an Administrative Assistant. She brings with her many years of administrative experience from various fields with a background in banking, loans, and customer service. Currently she serves as an Account Administrator with primary responsibilities that include providing day-to-day support to account managers, processing client requests, answering phone calls and emails, and providing backup to other staff. She holds a bachelor's degree from La Roche University in Pittsburgh, Pennsylvania.
Maria Chapman is an Account Manager at NDC Advisors. Prior to joining NDC Maria worked for over 25 years as an account manager in Logistics and Supply Chain management. Maria has acquired many years of experience in understanding the needs and requirements of clients, and her goal is to continue to build strong relationships to help properly administer and support trust accounts for clients with special needs. Maria has a BBA in Marketing w/a Minor in Finance. She resides in South Florida and is fluent in Spanish.
Job Titles:
- in 2015 As a Relationship Associate
- Relationship Associate
Martha Munoz joined NDC Advisors in 2015 as a Relationship Associate. She brings with her 12 years of experience working with families and is fluent in Spanish. Her responsibilities include providing ongoing support to clients, processing client requests and assisting account managers. Martha holds an Associates in Administration of Justice from San Bernardino Valley College.
Job Titles:
- Director and Vice President / National Distribution Consultants, LLC
Mary's practice focuses on helping trial attorneys, structure brokers, and other settlement professionals to put into place the best post-litigation plan and to implement that plan for injured clients. As a Director and Vice President at NDC Advisors, her goal is always to enhance the quality of life, to maximize the potential for people with disabilities, and to make sure that litigation recoveries are well managed and able to be enjoyed by those for whom the funds were awarded. Mary has over thirty years of experience helping people with physical, intellectual, and developmental disabilities, traumatic brain injuries, and mental health and addiction issues.
Mary received her undergraduate degree from Emory University in Atlanta, Georgia, a Masters in International Management from Thunderbird School of Global Management in Glendale, Arizona, and her law degree from Duquesne University School of Law in Pittsburgh, Pennsylvania. Her areas of legal practice centered on tax, trust and estate, and ERISA law. She also holds her Series 7 and 66 securities licenses. For the past eleven years, Mary has worked exclusively with plaintiff attorneys and their clients to properly establish and then administer trusts for people coming out of litigation.
As a co-guardian of her brother with special needs, Mary's personal life has also been focused on helping people with disabilities. She has been active with the Special Olympics and has helped families on a pro bono basis to get appropriate IEPs and services from their children's schools.
Matthew started interning at NDC Advisors in 2016 while going to college at NC State University. After graduating in 2018 with a bachelor's degree in business management, he began working full-time as an Account Administrative II. His primary responsibilities are processing client requests and assisting account managers.
Job Titles:
- Account Administrator III
- Receptionist in 2020 before Transitioning over to
Megan joined NFP Structured Settlements as the receptionist in 2020 before transitioning over to NDC Advisors in 2021. She is now an Account Administrator III and her responsibilities include providing ongoing support to clients, processing client requests and assisting account managers. Megan received a Bachelor of Arts degree in Professional Writing & Journalism from La Roche University.
Natasha joined NDC Advisors in 2021 with the real estate team. She currently works as an Account Administrator II. She brings years of experience in accounting, accounts receivables, and management. She is bilingual in English and Spanish.
Nicole joined NDC Advisors in April of 2023 as an Administrative Assistant. Nicole comes to us after spending 10 years in Real Estate. Her main responsibilities include supporting her account managers, addressing client requests, and answering incoming calls and emails. Nicole attended Penn State University.
Phil Saunders leads NDC Advisors' client onboarding and business development efforts. Phil has a J.D. and M.P.A from Rutgers University. Phil started his career at the law office of Tom Begley, where he worked on many estate planning and disability related issues. From there Phil was the Executive Director of the ARC Community Trust of PA, a Pooled Special Needs Trust outside Philadelphia.
Phil was also a Trust Specialist at Merrill Lynch where his focus was high net worth estate planning. Phil went on to become Senior Vice President at Harleysville National Bank, where he created their Settlement Consulting division. Immediately prior to founding NDC, Phil assisted in the creation of Plaintiff Advisory Group, LLC, where he was the Director responsible for business development.
Job Titles:
- Director of Administration
Roger Bolick is the Director of Administration for NDC Advisors. Roger has a J.D. from The University of Memphis Law School and is a Certified Trust and Financial Advisor. Prior to joining NDC, Roger was a Trust Officer and then Fiduciary Counsel for Evolve Bank and Trust.
Job Titles:
- Senior Relationship Manager
Sharon is a Senior Relationship Manager at NDC Advisors. She began working with families in the litigation and special needs area in 2007. Her responsibilities include providing ongoing support to clients, processing client requests and assisting account managers.
Sharon holds an Associates in Computer Science from the Community College of Allegheny County and her certificate in Paralegal Studies from St. John Fisher College.
Job Titles:
- Administrative Assistant
- in 2022 As an Administrative Assistant
Tamia joined NDC Advisors in 2022 as an Administrative Assistant. She brings with her 2 years of administrative experience. Her primary responsibilities include processing client requests from the info email address and fax. Tamia holds a Bachelor's Degree from Washington & Jefferson College.
Vanessa Rodriguez joined NDC Advisors in February 2019. Presently, Vanessa serves as an Administrative Assistant, where she provides day-to-day support to account managers, processes client requests and answers phones. Prior to joining our NDC team she was an account administrator at Mid Atlantic Capital Group.