Our Team

The Sound Income Group team is comprised of some of the most highly experienced and well trained professionals in the financial services industry. Starting with founder David J. Scranton (CFA®, CFP®, ChFC, CLU), our collective roster includes industry leaders in marketing and lead-generation, branding, social media, sales, practice management, business growth, portfolio management, and much more.

Leadership

David

Scranton

CEO/Founder, CFA^®, CFP^®, ChFC, CLU

Patrick

Farrell

President/Chief Operating Officer

Rana

Chander

Chief Technology Officer

Eric

Lutton

Chief Investment Officer, CFA^®

Eric

Beyrich

Co-Chief Investment Officer, CFA^®, CFP^®

Charles

Radlauer

Chief Compliance Officer

Erika

Wilson

Director of Marketing and Events

Barry

Wheeles

Director of Business Development

Andrew

Thorpy

Director of Coaching

Team

Tyler

Anderson

Portfolio Analyst

Daniela

Araujo

Executive Assistant/Coordinator

Gabriela

Arruda

Accounting Assistant

Rick

Bates

Primary/Sales Coach

Barry

Callahan

Proofreader/Quality Assurance

Jason

Durity

Web Developer

Keely

Escalante

Sr. Operations Specialist

Michael

Fehribach

Corporate Recruiter

Felix

Figueroa

Corporate Recruiter

Marybeth

Gioia

Office Manager/Executive Assistant

Richard

Hanna

Digital Marketing Manager

Abby

Kladivko

Practice Management Coach

Chuck

Kowalski

Corporate Recruiter

Teresa

Mariconda

Chief of Staff

Shari

Markowitz

Licensing Specialist

Armando

Mendez

Editor and Videographer

Shannon

Pentell

Director of Accounting

Tyler

Richards

Graphic Designer

Sarah

Samuels

Marketing Manager

Richard

Stiehm

Video Producer

Ken

Stroebel

Copywriter

Steven

Szikszay

Portfolio Analyst and Trade Desk Manager

Thomas

Venuto

Sr. Portfolio Analyst

Patrick

Walsh

Product Coach