Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Timothy Abbott
Associate
Karim Ahamed, CFA
Partner
Alicia Boggio-Hair
Amanda Brummel, JD
Principal
Erica Bunnell, CFP®
Hannah Reimer Christopher, CFP®
Jake Clemens, CFA, CFP®
John Cook
Principal & Director of Human Resources
Chris Curtis
Partner & Chief Financial Officer
Patrick Fischbach
David Gifford
David Gimpel
Brad Gutzler
Senior Associate
Rick Harris
Rebecca Hilchey
Reggie Hopton
Blake Johnson, CFP®
Kathryn Kennedy, CFP®, CPA, JD
Jeffrey Knight
Eric Kuehl
Patrick Labriola
Jillian Laughlin
Edward Liberman
Matt McGinn
Donna Metrou
Kurt Miscinski
Partner, President & CEO
Ana Mojica
Christine Monyak
Constantine Mulligan, CFA
Douglas Nardi, CFA
Matt Nardi
Claire O’Keefe
Partner & Head of Partner Development
Melissa Oduaran
Krissi Paczolt, CPA
Simona Platukyte
Ryan Rodriguez
Melanie Ross, CFP®
Meg Rowley
Partner & Market Leader
Jeanette Ruvalcaba
Sherrell Sabree
Sarah Saites
Jorge Salazar, CFP®
Steve Schoneman, CFA
Andrew Shestek
Gary Silverman, CFA
Michelle Simek
AJ Simoncelli
Emily Sims
Neal Smith
Paul Sommerstad, AIF®, QPFC®
Philip Steele, AIF®
Marisela Suarez
Ayisha Tahir, JD
Matt Tassell
Andres Terronez
Madeleine Thomas
Alexa Thorson
Patrick Tobin, CFP®
Zack Trygstad
Tinetta Tutt
Karina Valles
Linda Wagner
Lisa West
Ashley Williams
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