Leadership

Stewardship for families whose decisions span generations.

Echelon Heritage Group is led by professionals committed to coordinated execution, discretion, and technical depth across tax, retirement, investment, estate, and trust strategy.

Echelon Heritage Group Leadership & Key Team Members

Our Expert Team

Executive Leadership

Guy A. Mascaro

Founder, Managing Partner and CEO

Guy A. Mascaro

As Co‑Founder and Managing Partner of Echelon Heritage Group, Guy leads the...

Guy A. Mascaro

As Co‑Founder and Managing Partner of Echelon Heritage Group, Guy leads the firm’s vision, strategy, and client experience, drawing on 30+ years in corporate leadership, business finance and taxation, and strategic exit planning. He works closely with successful business owners, real estate investors, and high‑net‑worth families to design and execute disciplined, tax‑efficient wealth‑preservation strategies, and is known for his pragmatic, relationship‑driven approach grounded in faith, family, and love of country and college football.

Education & Qualifications: Southern Methodist University – B.S. Biology/Chemistry 1982; University of Pittsburgh, Joseph M. Katz Graduate School of Business – MBA/MPH program - 1991-1992; University of Michigan College of Engineering – Cybersecurity Post-Graduate certification program (Nexis) - 2021.

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Anthony G. DeCicco

Founder, President and Chief Investment Officer

Anthony G. DeCicco

As Co‑Founder, President and Chief Investment Officer of Echelon Heritage...

Anthony G. DeCicco

As Co‑Founder, President and Chief Investment Officer of Echelon Heritage Group, Anthony oversees the strategy, performance, and integration of the firm’s four operating companies. In this role, he is responsible for driving growth, ensuring a consistent client experience across business lines, and aligning leadership, operations, and culture with the firm’s long-term vision.

Drawing on a career that includes leadership roles at Morgan Stanley and Edward Jones, where he was recognized as a top advisor, Anthony brings a disciplined, client‑first perspective to Echelon’s multi‑company platform. Prior to co‑founding Echelon Heritage Group, he led DeCicco Capital as Principal Advisor, building a fee‑only, holistic planning firm that emphasized cash flow management, tax awareness, market discipline, and generational planning tailored to each client’s evolving goals. His experience building DeCicco Capital informs his approach at Echelon, where he focuses on transparent relationships, cohesive strategy, and performance accountability across all entities in the Echelon ecosystem.

Education & Qualifications: Millersville University – B.S. Government, Policy and Law; Series 7 & 66 Licenses; Insurance Licenses (Accident, Health, Casualty, and Allied Lines, Life & Fixed Annuities, Property and Allied Lines; Variable Life and Variable Annuity)

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Samuel J. Schmutte, JD

Chief Legal Officer

Samuel J. Schmutte, JD

As the Chief Legal Officer of Echelon Heritage Group, Sam oversees...

Samuel J. Schmutte, JD

As the Chief Legal Officer of Echelon Heritage Group, Sam oversees all legal matters for the company, including corporate governance, transactional structuring, regulatory compliance, and complex contract negotiation. Mr. Schmutte also maintains a private practice with concentrations in the areas of corporate law, real estate, mergers and acquisitions, and finance. Prior to entering into private practice, Mr. Schmutte held several professional and executive positions in the finance, legal and real estate industries. Mr. Schmutte has practical experience in the underwriting, negotiating and closing of debt and equity facilities both from a service provider’s position as well as from a corporate executive’s position. Also, Mr. Schmutte has experience in the drafting, negotiating and closing of a variety of contract documents, including, among others, asset purchase agreements, real estate purchase agreements (both improved and unimproved properties) product sales agreements, lease agreements, employment contracts, supply agreements, and confidentiality and non-disclosure agreements. Lastly, Mr. Schmutte understands the strategic and daily forces that affect entrepreneurial companies having served as a general manager and C.O.O. of a multi-state homebuilding and land development company.

Education & Qualifications: B.S. in Finance from Marian College - 1993; Juris Doctorate, Cum Laude, from Indiana University-Bloomington -2004. Admitted to the Indiana Bar – 2004.

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Kim Scheid

Chief Operating Officer

Kim Scheid

As Chief Operating Officer of Echelon Heritage Group, Kim oversee...

Kim Scheid

As Chief Operating Officer of Echelon Heritage Group, Kim oversee day-to-day operations and integration across the firm’s four operating entities. An accomplished marketing and commercialization executive, she brings a proven track record of growing businesses, leading multi-channel product launches in domestic and global markets, and aligning sales and operations for an exceptional client experience. Before joining EHG, Kim served as Chief Administrative Officer at Hodei Technology, a SaaS and telepresence solutions company, was an executive at a large medical communications company, and held multiple Director-level roles at Roche Diagnostics in Indianapolis spanning integrated business solutions, clinical chemistry product marketing, project management, and business development. She is recognized as a versatile leader and catalyst for resolving complex challenges, building high-performing teams, and strengthening client relationships to support EHG’s continued growth.

Education & Qualifications: Purdue University, B.S. Medical Technology; ASCP Certified Medical Technologist.

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E Myers EHG Bio Headshot

Chief Compliance Officer

Eric Myers

Eric is Director of Compliance at Hayes Law and Compliance...

Eric Myers

Eric is Director of Compliance at Hayes Law and Compliance and serves as EHG’s Chief Compliance Officer.  He is charged with overseeing all aspects of compliance, compliance testing, code of ethics reviews, and marketing reviews. He has experience drafting compliance manuals, firm disclosures, and training programs.

In addition, Eric has significant experience with a variety of compliance testing processes, such as email reviews, account documentation, fee testing, and suitability testing. He has reviewed ADV Part 2As and compliance manuals.

Prior to joining Hayes Law and Compliance, Eric served as Compliance Operations and Risk Consultant at Calfee Halter & Griswold LLP and as a Compliance Officer with Key Bridge Compliance. He also served as a legal extern for Calfee in 2020, and for the University of Cincinnati Athletics Compliance Office in 2019.

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Troy Boister

Chief Revenue Officer

Troy Boister

Troy Boister is a relationship-first executive and personal wealth architect ...

Troy Boister

Troy Boister is a relationship-first executive and personal wealth architect who serves as Chief Revenue Officer of Echelon Heritage Group, the Indianapolis-based virtual multi-family office that integrates tax, retirement, investment, and estate strategy under one roof. Known as a super-connector whose network spans CPAs, M&A attorneys, bankers, and capital sponsors, Troy has spent two decades landing accounts and building referral channels that generate revenue at massive levels.
 
Before EHG, Troy spent 14 years as a Partner at Barnwell Consulting, where he designed state, local, and federal tax strategies for Fortune 500 companies and large-scale recoveries; earlier, he built business development at the Ashland Group, and has led B2B Resources Group since 2009.
 
At EHG, Troy holds a deliberate dual mandate: Chief Revenue Officer and Chief Relationship Officer. He architects growth the way EHG architects wealth: through integrated systems rather than siloed transactions, and through relationships rather than cold pipelines. His thesis: pre-liquidity business owners, founders, and equity-rich executives don't need another advisor. They need a personal wealth architect who coordinates every discipline across tax years and generations, and earns the right to every client's business.
 
Troy leads EHG's channel strategy across specialty tax firms, fractional CFO networks, M&A intermediaries, private banking, and strategic capital partners. Bringing peace of mind and security to every family and founder EHG serves.
 
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Scott Stratton

CHIEF GROWTH OFFICER

Scott Stratton

Mr. Stratton serves as Chief Growth Officer of Echelon Heritage...

Scott Stratton

Mr. Stratton serves as Chief Growth Officer of Echelon Heritage Group, where he leads the firm's RIA growth strategy, business development, advisor recruiting, strategic partnerships, and marketing initiatives.

Scott brings more than three decades of leadership experience in the wealth management industry, having held senior executive roles with some of the nation's most respected independent advisory firms. Throughout his career, he has helped build and scale high-performing organizations by developing growth strategies, recruiting exceptional advisors, creating differentiated client experiences, and fostering cultures centered on excellence and integrity.

Prior to joining Echelon Heritage Group, Scott was a Principal and member of the management team at Parallel Advisors, where he played a key role in the firm's expansion and strategic direction. Earlier in his career, he was one of the co-founders of the Private Client Group at Fisher Investments where he helped grow the firm from $1B in assets under management and 15 employees to over $300B and 3000 employees.

Scott is passionate about helping entrepreneurial advisors grow their businesses while delivering exceptional outcomes for clients. His leadership philosophy centers on building enduring relationships, developing talented teams, and creating scalable strategies that support long-term value for clients, advisors, and the firm.

Scott graduated from Columbia Business School with an MBA in finance and from Wake Forest University with a BA magna cum laude. He holds the FINRA Series 65 license. He is based in the San Francisco Bay Area and spends his free time with family, playing golf, playing pickleball, fishing, and hiking.

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John Hayner, JD

VICE PRESIDENT OF ESTATE & TRUST SERVICES DIVISION

John Hayner, JD

As Vice President the Estate & Trust Services Division at Echelon...

John Hayner, JD

As Vice President the Estate & Trust Services Division at Echelon Heritage Group, where he leads the firm’s Trust & Estate Division focused on delivering sophisticated fiduciary, estate, and wealth preservation solutions for affluent families, entrepreneurs, and privately held business owners. With more than two decades of experience spanning private banking, wealth strategy, business succession planning, and fiduciary advisory services, John brings executive leadership and strategic direction to the division’s growth, service model, and long-term vision. His expertise includes trust and estate planning coordination, fiduciary guidance, family governance strategies, business transition planning, and integrated tax-aware wealth structuring.

Prior to joining Echelon Heritage Group, John held senior leadership roles within private banking and advisory organizations, including Bank of America Private Bank, where he led teams of high-level wealth strategists serving ultra-high-net-worth clients across the country.

John is recognized for his relationship-driven leadership style and his ability to help build thoughtful, client-centered strategies designed to preserve wealth, protect family interests, and create lasting generational impact.

John is the finisher of 9 full marathons, a happy husband and father of twin boys and a hearty laugher.

Education & Qualifications: California State University – Fullerton – B.S. Business – 1994; Western State College of Law – Juris Doctorate – 1997.

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Adam Hirshfield, JD, LLM

Chief legal advisor - tax optimization

Adam Hirshfield, JD, LLM

Mr. Hirshfield is a well-known and highly regarded tax, transactional...

Adam Hirshfield, JD, LLM

Mr. Hirshfield is a well-known and highly regarded tax, transactional, corporate, and intellectual property lawyer. He has more than 25 years of experience, having owned and operated his own law firm since 2001 and previously served as in-house counsel in the Corporate & Transactions Group at NBC in New York.

Through a transactional lens, Adam offers strategic and practical advice that achieves short-term goals as well as long-term solutions for his clients. Whether he is drafting a tax plan, negotiating a transaction, structuring asset ownership, or rendering day-to-day advice to his clients, Adam makes long-term planning and goals a priority in his dealings.

In his tax practice, Adam designs and implements tax strategies that provide high net-worth individuals with relief from their tax liability. Though the use of trusts, seldom used and obscure deductions, tax advantaged investments, offshore entities, and structured income, Adam’s clients have saved upwards of $160 million in taxes through August 2026.

In his corporate structure and business tax practice, Adam helps clients gain a better understanding of complex tax, business, and financial issues. He provides critical insights and assists clients in optimizing the financial performance of their businesses and investments through use of proper structure, residency, and tax planning strategies which minimize the impact of taxes, both domestically and internationally. Adam advises both start-ups and mature companies in these matters.

Adam’s experience in taxation, transactional corporate matters, and intellectual property law as well as his entrepreneurial experience as a small business owner and as in-house counsel at NBC in New York has equipped Adam to provide dynamic and practical strategic advice and business solutions to his clients. Most importantly, Adam seeks client satisfaction. He does this not only by applying his expertise to client matters, but by maintaining contact with his clients and being available with prompt and thoughtful responses to their questions whether via phone call, text, or email.

Education & Qualifications: Bently College – B.S.; Yeshiva University, Cardozo School of Law – Juris Doctorate; Boston University School of Law - Master of Law (Tax).

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Daniel A. Valencia

National Sales Director

Daniel A. Valencia

As EGH’s National Sales Director, he leads a venerable team...

Daniel A. Valencia

As EGH’s National Sales Director, he leads a venerable team of well-honed Wealth Preservation Consultants/Advisors (WPCs).   Daniel brings a finance and advisory professional background with nearly two decades of experience spanning accounting, mortgage lending, tax-aware planning, and wealth preservation strategies. He works closely with EHG’s WPCs in helping individuals, families, investors, and business owners to help navigate financing decisions, long-term financial positioning, and legacy-oriented planning through a relationship-first approach.

Known for his calm demeanor, strategic mindset, and ability to simplify complex financial concepts, Daniel takes pride in building trusted long-term relationships rooted in honesty, clarity, and practical guidance. His background across both corporate finance and entrepreneurial ventures allows him to bring a balanced, real-world perspective to the clients and professionals he serves.

Education & Qualifications:  William Paterson University - New Jersey – B.S. Accounting – 2009; Licenses: Series 65; Life Insurance Producer (NJ, NY, CT); & Mortgage Loan Originator.

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Financial Advisor

Dante Girogio

Financial Advisor

Dante Giorgio

With almost a decade in the insurance and finance industry, Dante is devoted...

Dante Girogio

With almost a decade in the insurance and finance industry, Dante is devoted to serving his clients with a comprehensive and consultative approach. Through connecting with the individuals and small business owners he serves, he prides himself on providing peace of mind through financial planning, estate planning, and investment management that aligns with every client’s unique needs. In his free time, he enjoys golf, chess, and spending time with friends and family.

Education & Qualifications: University of North Carolina Wilmington - B.S.B.A Finance - 2018; Licenses: Series 65 ; Life and Health Producer (PA)

FORM ADV PART 2B

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Jason Herring
Financial Advisor

Jason Herring

Jason has made a career of serving people and helping them overcom...

Jason Herring

Jason has made a career of serving people and helping them overcome obstacles and challenges. For over 30 years, he has worked for over six non-profit and ministry organizations and served on over a dozen boards of leadership. As a freelance writer, he has a passion for communication, and in his spare time he likes to read books on history and personal growth. He has climbed mountains all over the Pacific Northwest and completed nearly twenty obstacle course races from which he draws illustrations and inspiration for life.

His favorite activity is spending time with his kids and volunteering at the Georgia Children’s Hospital in his Iron Man costume. He has a diploma in mental health which has allowed him to coach clients over the years. He is active in his local church where he hosts a community group on Wednesday evenings.

As a financial advisor, Jason has a passion for working with people and helping them reach their goals.

Qualifications:  Licenses: Series 7, 66; Variable Life Insurance Producer

FORM ADV PART 2B

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Wealth Preservation Advisor

Terry Boesen, MS
Executive Wealth Preservation Advisor

Terry Boesen, MS

Mr. Boesen brings a world of knowledge to the Echelon Heritage family...

Terry Boesen, MS

Mr. Boesen brings a world of knowledge to the Echelon Heritage family.  He oversaw Boesen Dairy until 2004 – a registered Holstein Friesian breeder of registered Holstein Friesian cattle and wholesale milk producer.  Life circumstances changed and led him down a path of being a leader in insurance and securities. Terry was with MassMutual and Indianapolis Securities from 1984 to 1996 offering variable life insurance and annuities and was a real estate Syndications Direct Participation Representative and Principal - Series 6, 22, 26, 39, 62, 63; from 2003 to 2025 he was with World Group Securities and Transamerica Financial Advisors Variable Life and Annuities - Series 6, 26, 63, 65 Investment Advisor Representative Advisor and Principal.

While a Registered Principal and Financial Advisor with Indianapolis Securities, he initiated and arranged financing for a $45M (in 2026 dollars) Commercial Real Estate Syndication. This project resulted in 350 new factory and agricultural jobs in an impoverished Southern Indiana community.

Education & Qualifications: DePauw University – B.A. Economics and History- 1970; Yale University – M.S. History – 1973; Oxford University Law - 1974; Series 6, 26, 39, 63, 65;

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Jamiann Clifford M. Ed.
Wealth Preservation Advisor

Jamiann Clifford M. Ed.

Jamiann helps individuals and families protect what they have built...

Jamiann Clifford M. Ed.

Jamiann helps individuals and families protect what they have built, plan for retirement, and prepare for what comes next. She brings more than 30 years of experience in financial services and education to that work. Her approach rests on one belief: good planning starts with real understanding. She makes sure every client knows not only what a strategy does, but why it fits their goals.

Jamiann started her financial career as an Investment Representative with Edward Jones in Georgetown, Texas. She then served as a Dedicated Investment Sales Representative with Guaranty Bank in Austin and Dallas. In those roles she worked directly with clients on their savings and investment decisions. She saw early how much clear, steady guidance matters to families making long-term financial choices.

She then spent many years in Texas public education, most recently as a Professional Learning Administrator and Assistant Principal with Prosper ISD. She led teachers and staff, mentored professionals, and worked closely with families across North Texas. That work sharpened the skills she now brings to wealth preservation: explaining complex ideas simply, listening first, and building trust over time.

Jamiann lives in Norman, Oklahoma. She works with clients across Oklahoma area and beyond, coordinating with EHG's tax, retirement, investment advisory, insurance, and estate-and-trust teams. Her goal is a plan that is clear, complete, and built to last.

Education and Qualifications:  Bachelor of Science in Interdisciplinary Studies from Stephen F. Austin State University;  Master of Education in Administration from Lamar University with a 4.0 GPA, and a She also holds a Texas Principal Certificate; Insurance Producer – Life, Accident & Health or Sickness

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Ruth Gerchen, CLTC
Wealth Preservation Advisor

Ruth Gerchen, CLTC

Mrs. Gerchen has had two careers in her life, and the heart...

Ruth Gerchen, CLTC

Mrs. Gerchen has had two careers in her life, and the heart of both has always been the same: helping business owners and caring about the families behind their businesses.

Her first career was in television sales with the CW/Fox affiliate in St. Louis, Missouri, with an eight-year chapter spent in Washington, D.C. Ruth loved working with business owners and getting to know their stories, their goals, and what they had worked so hard to build.

Then, something happened that changed the direction of her career.

She lost a client who was a business owner and had no key-person insurance in place. When he passed away, the impact went far beyond the loss of a person. His business was lost, too, leaving his family to deal with the financial consequences.

That experience stayed with her. Ruth realized there was a way she could help business owners prepare for the unexpected and protect both the businesses they had built and the families they loved.

That led her into the world of life insurance, disability, and long-term care. Today, through Echelon Heritage Group, Ruth is able to take that mission a step further by combining protection strategies with tax strategies to help people prepare for the future.

Ruth believes planning isn't about expecting the worst. It’s about giving yourself and the people you care about more choices when life doesn’t go exactly as planned.

Ruth has always believed that people who plan tend to have better outcomes than people who simply “wing it”. Her goal is to help business owners and families feel prepared, protected, and confident about what lies ahead.

Education & Qualifications: University Missouri Columbia – B.A.S. Marketing, Advertising and Psychology; Series 6 & 63 Licenses; Insurance Licenses (Life, Health, Long-term Care and Disability), CLTC

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Robert Huntington
Wealth Preservation Advisor

Robert Huntington, MBA, CFP®

Robert is a Certified Financial Planner (CFP®) with an MBA in finance...

Robert Huntington, MBA, CFP®

Robert is a Certified Financial Planner (CFP®) with an MBA in finance from Wilmington University and has worked in many facets of the financial industry. From banking, lending, investments strategies, trust officer, and adjunct instructor at Southern New Hampshire University, he brings that experience to Echelon Heritage Group as a Wealth Preservation Advisor.

 Robert is a graduate of the Second City Conservatory for improvisation in Chicago and recently performed a stand-up routine for a fundraiser at his daughter's school called "Four Dad's Telling Jokes." He is originally from White Plains, NY and is currently living in the Cincinnati Metropolitan Area.   

He enjoys vacationing in the mountains and spending time with his family. He remains loyal to the New York sports teams he rooted for as a kid and is learning to be a Cincinnati Bengals fan.

Education & Qualifications: Plymouth State College – B.A Biology; Wilmington University, MBA; Series 7 & 66 Licenses; Insurance Licenses (Life, Health, and Variable Annuity)

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Kris Cullen Headshot
Wealth Preservation Consultant

Kris Cullen

Kris Cullen is a Wealth Preservation Consultant based in Kansas City...

Kris Cullen

Kris Cullen is a Wealth Preservation Consultant based in Kansas City, Missouri. He connects business owners and high-income professionals with EHG's integrated platform and introduces them to tax-efficient strategies they can review with EHG's licensed Advisers and tax professionals.

Kris joins EHG with a background in business development and consultative sales. He has worked with commercial clients on service partnerships, guided homeowners through solar energy decisions, and helped customers through major purchases. That work taught him to listen first, explain options clearly, and follow through.

At EHG, Kris focuses on building lasting relationships and making sure each client is connected with the right specialists across tax, retirement, investment advisory, insurance, and estate planning.

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Leadership philosophy

The leader’s job is to make complexity governable.

Echelon’s leadership standard is simple: every recommendation should have a clear owner, a documented rationale, a compliance-aware implementation path, and a review cadence. That discipline allows families and strategic partners to move from ideas to executed structures without losing sight of Fiduciary-minded , tax, legal, and family objectives.