MOHR - Key Persons


Gregory Freeman

Job Titles:
  • Advanced Planning Specialist

Jennifer Pullman

Job Titles:
  • Client Service Manager to Michael Muniz

Katarina Bondoc - COO

Job Titles:
  • Chief Operating Officer

Kimberly Gern

Job Titles:
  • Client Service Manager to Tim Riis

Michael Muniz

Job Titles:
  • Partner, Wealth Manager

Peter Kaplan

Job Titles:
  • Executive Vice President, Planning and Insurance Solutions

Steve Kolano - Chief Investment Officer

Job Titles:
  • Chief Investment Officer

Timothy Riis

Job Titles:
  • Partner, Wealth Manager