The Twelve Points Retirement Advisors Team

Dave Clayman

AIF®, CPFA®, CMT®, C(k)P®, CPWA®

Co-Founder and CEO

Francesca Federico


Co-Founder And President

Manny Frangiadakis


Co-Founder and Principal

Steve Bruno


Chief Investment Officer

Dan Kline

Chief Operating Officer

Jack Duffy

Retirement Plan Analyst

John Gentry

CFP®, CEBS®, AIF®, C(k)P®

Relationship Manager

Tracey Hartford

Corporate Retirement Plan Specialist

Tammie Kuhn


Senior Retirement Plan Consultant

Barbara Maietta

Financial Planner

Andrew McGill

Wealth Advisor

Greg Phillips

AIF®, CPFA®, C(k)P®

Retirement Plan Consultant, Education & Investments, Associate Wealth Advisor

*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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