The Twelve Points Retirement Advisors Team

Dave Clayman

AIF®, CPFA®, CMT®, C(k)P®, CPWA®

Co-Founder and CEO

Francesca Federico

C(k)P® AIF®, CPFA®, CDFA®

Co-Founder And President

Manny Frangiadakis

AIF®, CPFA®

Co-Founder and Principal

Greg Phillips

AIF®, CPFA®, 401(k) Operations Assistant

Tammie Kuhn

QKA®

Senior Retirement Plan Consultant

Steve Bruno

CFA®

Chief Investment Officer

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Twelve Points Wealth Management is engaged, or continues to be engaged, to provide investment advisory services.

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