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Aurelius Family Office

Meet Your Financial Advisory Team

Aurelius Family Office

Our Team

At Aurelius Family Office, our clients’ unique needs guide everything we do. As investment advisors committed to generational wealth and deep financial planning, our team brings decades of combined experience to every stage of life. Get to know the dedicated professionals who are ready to help you define and achieve your financial legacy.

Mark Witaschek

Founder & Managing Principal

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Brenda Winslow, AIF®

Chief Operating Officer & Chief Compliance Officer

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Greg Barishian, CPA, CFP®

Director, Tax Planning

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Melissa Geracimos, CFP®, ChFC®

Director, Financial Planning

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Morgan Rogers, CFA, CAIA

Director, Investment Operations

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Jake Alden

Financial Planning Associate

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Heather Wolfe, FPQP™

Managing Director, Operations

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Billie Jo McDermott

Operations Associate

More About Billie Jo

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