Behind every client relationship at FFO is a team of professionals who bring clarity, structure, and steady judgment to high-net-worth and ultra-high-net-worth families.

Meet the people who bring clarity and continuity to every client relationship.
Our people share a commitment to disciplined service, thoughtful coordination, and the discretion required to manage some of the most complex financial lives in the world.

Expertise that works in harmony.
Our multidisciplinary team covers the full landscape of family office services — accounting, tax, wealth planning, business management, operations, and client service. Each individual brings deep technical knowledge to their field, but it is the way they work together that defines our firm.

We collaborate across specialties, share information proactively, and serve as a unified point of connection for clients and their advisors. This approach ensures that every detail, decision, and responsibility is handled with care and aligned with long-term objectives.

A culture grounded in competence, consistency, and care.
Clients trust us not only for our capability, but for our consistency. Our team is trained to anticipate needs, reduce friction, and maintain continuity even as circumstances shift. Whether managing daily responsibilities or preparing for major transitions, we work with the same steady presence that defines the FFO experience.

Rick Flynn

Managing Partner


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Evan Jehle

Evan Jehle

Partner, COO


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Amy Schwartz

Partner


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Rodelsi Acevedo

Account Associate


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Elisha Beerjit

Account Executive


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Shofna Begum

Account Manager


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Christopher Citrone

Account Executive


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Gabriel Cooper-Bey

Account Associate


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Marie Cruz

Office Administrator


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Anthonicar (Toni) Exavier

Account Executive


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Jessica Francois

Account Manager


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Silvia Gualpa

Account Associate


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Adina Herskowitz

Account Executive


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Glenn Hill

Account Associate


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Celia Jimenez

Account Associate


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Roman Khizkiyayev

Tax Manager


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Bruce Levine

Account Executive


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Maria Lovell

Account Manager


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Katie MacMurray

Account Manager


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Brennan Reilly

Director of Special Projects


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Gabriela Rodas

Account Executive


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Theresa Smith

Account Manager


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Erika Wilvang

Account Executive


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Monica Zamago

Account Associate


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Hannah Ganchrow

Intern


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Julia Jehle

Finance/IT Intern


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Jackson St. Cyr

Finance Intern


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