Theo serves as an Operations Associate and Investment Advisor Representative (IAR) for the advisor at Willink Asset Management LLC. In these roles, he is responsible for assisting the firm’s CCO and administrative staff members in reviewing the business operations, technology, continuity planning, and advisory tools of the firm. He also serves as an investment committee member.
Theo received his undergraduate degree in accounting from SUNY Geneseo in 2008. He is a licensed CPA at the firm of Kokjer Pierotti Maiocco & Duck LLP in San Francisco, California. Theo's knowledge in principles of general law and taxation allow him to assist with both personal and business financial decisions.
He holds the Personal Financial Specialist (PFS) credential, a designation (similar to the CFP® mark) awarded to CPAs who demonstrate a combination of tax expertise and comprehensive knowledge of financial planning.
Theo and his wife Molly, both Buffalo natives, enjoy wilderness camping, snow sports, and their new daughter Grace.