Our Team

Robert Hayden, JD, MBA, CFP®, CDFA™

Managing Member and Chief Wealth Advisor
rhayden@totalalignmentwealth.com

Robert Hayden is Total Alignment’s Managing Member and Chief Wealth Advisor.  In this role, Mr. Hayden oversees Total Alignment’s service offerings.  His areas of expertise includes advanced estate planning techniques, integrated tax impact analysis, executive compensation, complex matrimonial matters, business succession planning, asset protection and risk minimization techniques.  His current clients include c-level fortune 500 executives, owners of large and complex businesses, celebrities, private equity and hedge fund managers and other high net worth individuals.  From 2011-2014, Mr. Hayden served a full term as one of fourteen board of directors for the Certified Financial Planner Board of Standards, Inc., which is the authoritative standards-setting organization for over 70,000 financial planners in the United States.  Prior to Total Alignment, Mr. Hayden gained experience in the estates group of a law firm, the Family Office division of a bank and the Financial Planning division of a wealth management firm.  Currently, Mr. Hayden serves as an adjunct professor at New York University, where he teaches its Financial Planning Capstone course.  Mr. Hayden has been quoted in the Wall Street Journal and has been published in various financial planning journals and law journals, including for the articles “TOLI Trouble,” which was featured in 2013 on wealthmanagement.com, “Trustee Delegations and the Prudent Investor Act: Filling the Gaps,” which was featured in The Rutgers Law Record’s Spring 2008 issue, and “Foreign Direct Investment, Trade and China’s Competition Laws,” which he co-authored for a feature in the Denver Journal of International Law and Policy’s Spring 2008 issue. Mr. Hayden was a speaker at The American Bankers Association’s 2009 Advanced Trust Forum, where he spoke on the topic of Fiduciary Liability.  Mr. Hayden is a Certified Financial Planner™ practitioner and a Certified Divorce Financial Analyst® professional, and is a member of The Estate Planning Council of Greater New York City, The Financial Planning Association, The District of Columbia Bar Association and The New York County Bar Association.  He is licensed to practice law in three jurisdictions and holds an MBA with a specialization in Tax and Finance from NYU’s Leonard N. Stern School of Business.


John Naccarelli, MBA

Managing Director and Head of Business Development
jnaccarelli@totalalignmentwealth.com

John Naccarelli is a Managing Director and serves as Head of Business Development for Total Alignment.  In this capacity, Mr. Naccarelli oversees business development, corporate finance, marketing and business strategy for Total Alignment and its subsidiary entities – TA Capital Management, LLC and Empoweris Technology Solutions, LLC.  Prior to joining Total Alignment, Mr. Naccarelli gained over 30 years of professional experience providing management and innovative problem-solving in diverse executive and entrepreneurial roles.  Specifically, Mr. Naccarelli obtained over 10 years of experience in the capital markets and financial advisory business, including service as Vice President  at Morgan Stanley, where he was awarded both the National Sales Director Award and the Director’s Club Member award.  In addition, Mr. Naccarelli acquired specialized expertise in investment real estate, which ultimately led him in 2006 to start the consultancy firm of West Point Advisors, LLC where he has provided owner representation to public and private enterprises in very significant commercial real estate development projects throughout North America.  In 2013, Mr. Naccarelli helped to co-found Sky Nurses, LLC, a healthcare services firm providing medical assistance to patients requiring medical transportation between any two locations throughout the world.  Mr. Naccarelli has a Bachelor of Science in Engineering degree from the United States Military Academy at West Point – where he graduated on the Dean’s List, was a Brigade Boxing Champion and later served as an officer in the U.S. Army – and holds an MBA with an emphasis in finance and investments from Northwestern University’s Kellogg School of Management.


 

Aimee Baehr, CFP®

Senior Vice President & Head of Client Service
abaehr@totalalignmentwealth.com

Aimee Baehr is a Senior Vice President and Head of Client Service at Total Alignment.  In this role, she leads Total Alignment’s client servicing support and operations functions for various client research, analysis and customized financial reporting.  Mrs. Baehr has over 13 years of experience in financial services, including experience as a registered representative and financial advisor at Sagepoint Financial – where she passed the Series 63 and Series 65 exams – and experience at Raymond James Financial – where she passed the Series 7 exam. Mrs. Baehr earned a bachelor’s degree in Economics from Rowan University. Mrs. Baehr has been quoted in the Wall Street Journal and is a member of The Financial Planning Association. She is currently a Certified Financial Planner™ professional and was awarded the Nauheim Merit Full Scholarship by The College for Financial Planning for pursuing such certification. Mrs. Baehr and her husband Christopher have two children, Leah and Adam, and are actively involved in their church and their children’s sports teams.


Kristin Lohan

Client Service Associate
klohan@totalalignmentwealth.com


Collin Bill

Client Service Associate
cbill@totalalignmentwealth.com


Christina Ranson

Client Service Associate
cranson@totalalignmentwealth.com


Total Alignment Wealth Advisors is an independent, fee-only financial planning and multi-family office wealth advisory firm. Total Alignment was founded by a group of clients to provide a fully transparent and unbiased family wealth advisor to perform services typically beyond the scope of services other advisors were providing. We are proud to be able to offer our multi-disciplined expertise, superior research, proactive diligence and unique client-centric structure to enable our clients to make informed financial decisions. Our comprehensive analysis, advanced financial planning technology, expert advisors, extensive network of resources, and informative “what if” hypothetical projections have reduced risks and excessive costs for our clients, in addition to saving them time on matters that they would otherwise have to manage themselves. We welcome an opportunity to learn more about your situation and whether Total Alignment would be a fit for you. We can be reached by e-mail at inquiries@totalalignmentwealth.com or by phone at 212-913-9110.