Welcome, Elite Retirement Consultants, LLC & Dispenziere & Associates LLC, Clients. We are honored to have you join the Procyon community!

 

Archive

Caitlyn serves as a Client Service Associate at Procyon, where she supports advisors and clients by managing account operations with consistency, care, and attention to detail. She oversees advisory account setup and processing, ensuring that each step reflects the firm’s high standards of service.

Caitlyn brings extensive experience in financial operations and administrative management to her role. Her background has equipped her to handle complex workflows while maintaining clear communication and a client-focused mindset. She is known for her reliability, follow-through, and ability to anticipate team and client needs.

At Procyon, Caitlyn contributes to creating a seamless experience for clients and supports the firm’s broader mission of excellence and trust. She takes pride in being part of a collaborative team that values both precision and partnership.

Outside of the office, Caitlyn enjoys spending time with her husband, Travis, and their son. They enjoy exploring northern Michigan and staying active together.

Athena joined Procyon in 2026 as a Client Service Associate, bringing more than fourteen years of client service and operational experience from her time at Goldman Sachs Asset Management. A graduate of Wellesley College with a B.A. in Political Science, she developed a strong foundation in critical analysis and communication that continues to influence her work style. Throughout her career, she has built deep expertise in client onboarding, service coordination, and operational support, working closely with advisors to help ensure a seamless client experience. She is known for her attention to detail, proactive mindset, and ability to anticipate needs before they arise.

Athena resides in Dix Hills, NY, where she and her husband are raising two adorable young children and a beloved family dog. Outside of work, she finds balance through travel, orchestral music, and crafting. Athena also dedicates time to supporting nonprofit organizations including Junior Achievement, Long Island Cares, and Rescuing Leftover Cuisine, reflecting her commitment to strengthening the communities around her.

Tyler is a Client Onboarding Associate at Procyon, where he supports the advisory team in ensuring client accounts are established and maintained with care and diligence. He assists with account openings, documentation, and workflow coordination, helping clients transition confidently into the Procyon experience.

Before joining Procyon, Tyler gained valuable experience in the banking industry, where he developed a passion for finance and relationship management. He holds a bachelor’s degree in Marketing, which helps him approach each interaction with a balance of strategy and communication. His marketing background enhances his ability to connect with clients and contributes to Procyon’s mission of trusted, client-focused service.

Tyler’s attention to detail and commitment to quality align closely with the firm’s values of reliability and collaboration. He is currently pursuing his advisory licensing, reflecting his dedication to continuous learning and professional growth.

Outside of work, Tyler and his wife enjoy spending time outdoors, discovering new hobbies, and traveling together.

Ronisia joined Procyon in 2026 as a Client Service Associate, bringing extensive experience in the financial services industry and a genuine passion for helping clients succeed. With a Bachelor’s Degree in Education, Ronisia’s career has been defined by her commitment to building meaningful relationships and creating exceptional experiences. Her background in wealth management and client relations has equipped her with the skills to support advisors and clients with accuracy, care, and a solutions-oriented mindset.

At Procyon, Ronisia plays a vital role in supporting the team and clients. Her expertise spans client service, relationship management, and process improvement; skills she honed throughout her career by managing complex client needs and working closely with advisors to deliver strong results. She’s known for her ability to simplify processes, mentor colleagues, and bring a positive, collaborative approach to every interaction.

Outside of work, Ronisia enjoys spending time with her husband and three sons in Little Elm, Texas. She’s passionate about traveling, reading, playing pickle ball, and giving back to her community.

Katarina joined Procyon as a Client Service Associate, bringing several years of client service experience which she gained during her time with Elite Retirement Consultants, LLC. Katarina is best known for her efficiency when it comes to her day-to-day operational duties such as scheduling, coordinating communications, and assisting with various client focused tasks. With strong multitasking skills and overall proficiency, Katarina helps to ensure that everything runs smoothly behind the scenes, allowing the advisory team to focus on their priorities.

Katarina resides in Montague, New Jersey with her parents and younger sister. Outside of work she enjoys spending time with her friends, especially on the beach or snowboarding.