Management Team

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A Strong Executive Management Team Supports Your Growth

When you work with CFS/SPF, your investment program will be supported by a strong senior management team with an extensive breadth of knowledge and depth of experience in all channels of the financial services industry. Each member of the senior team has more than 15 years of experience in his or her respective area of expertise and each is dedicated to helping your practice grow and be successful.

Valorie Seyfert

President and Co-founder

Dan Kilroy

Managing Director
Chief Financial Officer

Kevin Mummau

Managing Director
Chief Relationship Officer

Peter Vonk

Managing Director
Chief Compliance Officer

Rick Dahl

Executive Director
Chief Compliance Officer (SPF)

Mark Hoaglin

Executive Director
Managed Programs

Janine Holmes

Executive Director
Human Resources

Cindy Zabuska

Executive Director
Trading & Operations

Yubie Asghedom

Executive Director
Atria Controller/Treasurer

Tony Bonafede

VP, Compliance

Karen Goldstein

VP, Practice Mngmt. & Training

Suzann Lococo

VP, Product Management

Sandy Pappalardo

VP, Wealth Management Platform & Initiatives