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

Steve Bruno

CFA®

Chief Investment Officer

Jack Duffy

Retirement Plan Analyst

Tracey Hartford

Corporate Retirement Plan Specialist

Tammie Kuhn

QKA®, CPFA®, NQPA, AIF®

Director, Plan Administration, Operations & Compliance

Barbara Maietta

Financial Planner

Andrew McGill

Wealth Advisor

Greg Phillips

AIF®, CPFA®, C(k)P®

Director, Employee Education & Financial Wellness

*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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