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Brady Polk, CFP®, CTFA

Senior Associate

Louisville

Client Advisory

Biography

Brady is a Senior Associate in the Louisville office and provides comprehensive financial planning and investment advice to early- and mid-career professionals. He is also responsible for providing company benefit reviews to the firm’s corporate relationship employees.

Prior to joining Cerity Partners, Brady served as a Financial Advisor at ARGI Financial Group. He has spent more than a decade working exclusively in wealth management, primarily focused in the high-net-worth space, for registered investment advisors, a Chicago land community bank, and a multinational bank. Brady worked in various positions at these firms with responsibilities including client service, relationship management, portfolio management and trading, and comprehensive financial planning.

Education

  • B.S. in Financial Management with a concentration in Financial Planning and a minor in Accounting from Franklin University

Highlights

  • CERTIFIED FINANCIAL PLANNER®
  • Certified Trust and Fiduciary Advisor

Meet Our  Client Advisory Colleagues

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David Aaron

Partner & Market Leader

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Louis P. Abel, CFA, CAIA

Partner

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Rozeta Abovian, CTFA

Partner

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Lloyd Abramowitz

Partner & Practice Leader

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Larry Adams, CPFA, AIF®

Partner

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Aimee M. Adler, CFP®

Associate

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Samuel Afari-Aikins, CFP®, CKA

Partner

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Maria Aguirre

Associate

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Karim Ahamed, CFA

Partner

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Chris Akamine, CFP®

Partner

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Mark Andersen

Partner

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Helen Anderson, JD

Principal

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Rebecca D. Anderson

Senior Associate

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Sean Angelis, CFP®

Principal

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Karen Angrisano

Principal

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Jessie Angulo

Associate

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Lynne Anicete

Associate

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Gary Arakawa, CFA, CFP®

Partner

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Bill Armistead, CPA

Senior Associate

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Christopher Arotin, AIF®, CFP®

Principal

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Cheryl Athas

Senior Associate

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Barbara Attardo, AEP®, CFP®

Partner

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Richard Azarloza, CFA, CFP®

Partner & Market Leader

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Shelby Babcock

Principal

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Chris Bagileo

Associate

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Ian Bai, CFP®

Principal

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Samuel Bain, Jr.

Partner & Market Leader

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Laurie Beth Baird, CFP®, CPA, JD

Principal

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Jordan Bales

Associate

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Leslie Ballantine, AIF®, CPFA, QKA®

Senior Associate

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Mary Grace Balrup

Associate

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Julie Banda

Senior Associate

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Chelle Barberena

Principal

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Justin Barley, CFP®

Principal

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Carrie Barlow

Associate

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Tony Basalla

Principal

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John Basford

Partner & Market Leader

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David Beatty, CFP®

Partner & Market Leader

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Gavin Beauregard

Associate

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Steven Beck, CFP®, JD

Principal

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Frederic Behrens, CFP®

Partner

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Laurie Belew, CFP®

Partner & Market Leader

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Abigail Bell

Associate

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Joshua Berdet, CFP®

Principal

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Jonathan Berrios

Associate

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Yasmin Bichara-Jakovljevic

Associate

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John F. Blair, CFP®

Partner & Market Leader

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Jeffrey Blanchard, CFA

Principal

Vanessa Blue

Associate

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Andrew Blumenthal, CFP®

Partner

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Kevin Boddy

Associate

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Tim Bodmer

Associate

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Doug Bonaquist

Partner

Kristie Bonifer

Senior Associate

Jason “J.B.” Brangers, EA

Partner

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Hugues Le Bras

Principal

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Florence Bray

Senior Associate

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Stephanie Broughton, ARPS, CPFA

Principal

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Alec Broughton, CFP®, CCFS®, FBS®

Principal

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Mark Brown, CPA

Principal

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Cameron Brown, CFP®, CTFA

Principal

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Amanda Brummel, JD

Principal

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Michael Bryan, CPA

Partner

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Katie Buchanan

Senior Associate

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Kevin Buckley, CFP®

Partner

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Brenda Bujanauskaite

Associate

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Erica Bunnell, CFP®

Principal

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Ryan Burch, CFA

Principal

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Craig Burger, CFA

Partner

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Matthew Burns

Associate

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Christopher Burrows

Partner

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Bonnie Burset

Senior Associate

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Katie Butler, CPA

Principal

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Cheri Butts

Associate

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Azaian Cagalingan

Associate

Megan Caldarelli

Associate

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Erica Cameron, CFP®

Partner

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Matthew Canner

Partner

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Jeffrey L. Caples, CFA

Partner

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Jessica Carbajal

Associate

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Tara Carley

Principal

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Dawn M. Carpenter

Associate

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Tessa Carr

Associate

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Vonny Carrington

Partner

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Josh Carroll, AIF®

Principal

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Chris Carter, CPA

Partner

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Andrea Casas

Associate

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Brian Casey

Principal

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Mark Castell, CPA

Partner

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Ricardo Castro

Senior Associate

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Onari Tariah, CFP®

Principal

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Eric Chang, CFA

Principal

Becky Whetstone Cheetham

Associate

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Cecilia Chen, CFA

Principal

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Charlene Chessler, CPA

Senior Associate

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Dr. Indu Chhachhi

Principal

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Paul Chmielewski

Partner

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Hannah Reimer Christopher, CFP®

Principal

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Andrew T. Chudy

Partner

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Carol Clark

Senior Associate

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Jake Clemens, CFA, CFP®

Principal

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Jacob Clemons, CPA

Principal

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Dena Clifford

Associate

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Felicia Cole

Associate

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Justin Coletto

Associate

Marie Conner

Associate

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Tim Cooper, CPA

Senior Associate

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David P. Corcoran

Principal

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Kevin Costello

Senior Associate

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JD Costello

Associate

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Maddie Costlow

Associate

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Meghan Cottrell

Associate

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Ralph Coutant, CFA, CMT

Principal

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Trevin Cox

Associate

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Christine M. Craig, CPA

Senior Associate

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Jodi Credit

Associate

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Jenna Crockett

Associate

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Kimberly Crowley

Partner

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Brendan Cunningham

Associate

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Dan Cupkovic, CFP®

Partner

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William T. Curran, CIMA®

Partner

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Russ Curry

Associate

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Paul D’Elia, CFP®

Partner

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Darlene Dahl, AEP®, CDFA®, CPA, PFS

Partner

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Jacey Dakin, CEPA®

Senior Associate

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Jeremy Davis, CFP®, CEPA®, CExP™, CHBC

Principal

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Christina Davis

Senior Associate

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Robert Davis, CAIA, CFA

Partner

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Elizabeth Dawson, CFA, CFP®

Principal

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Fiona Dean

Associate

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Brett Dearing

Partner

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Breanna Decker

Associate

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Thomas Decker, CFP®

Principal

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Amanda Dekki, JD

Partner

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Elizabeth Delude, CFA

Principal

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Joel DeMaria, CFP®

Partner

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Lauren Desforge, AEP®, CDFA®, CFP®, CPA/PFS

Partner

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Michael Disharoon, CFA

Partner

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Blake Ditto, CPA

Senior Associate

Cheryl Donaldson

Principal

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Neal Donhoff, CFP®

Principal

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Kevin Dorwin

Partner & Market Leader

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Katrin Doyle

Principal

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Mimi Drake

Partner & Market Leader

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Julio V. Driggs, JD, CFP®

Principal

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Sarah Dudack

Associate

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Ethan Duffy

Associate

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Justin DuMouchelle, CFA, CFP®

Partner

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Angie Duncan, CPA

Partner

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Pierre duPont

Partner

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Trina Durbin

Associate

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Sarah Durham

Senior Associate

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Rebecca Dutka, CFA

Partner

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Clint Eakles, CFP®

Principal

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Anne Elliott

Senior Associate

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Jennifer Ellison, CFA

Partner

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Kelly Emerine

Senior Associate

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Megan Endersby

Senior Associate

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April Essex, CPA

Senior Associate

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Ryan Eversole, CFP®

Principal

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Alex L. Faber, CFA, CFP®

Principal

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Adrian R. Fadrhonc

Partner

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Cecilia Fajardo

Principal

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Jessica Farrell, CFA

Partner

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Stephenie Farrow

Associate

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Eldar Feyzulov, CFP®

Senior Associate

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Kimberly Fields

Senior Associate

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Kellye Fields

Associate

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Patrick Fischbach

Principal

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Michael B. Fischer, CFP®

Principal

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Andrew Fisher, CFA, CPA

Partner

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Stacy L. Fisher

Senior Associate

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Steve Florance, CFA

Principal

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Victoria Flores-Manrique, CTFA

Senior Associate

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Jessica Foley

Principal

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Mariella Foley, CFP®, ADPA®, CDFA®

Partner

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Justine Fonseca, CFP®

Principal

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Kent Forkner

Partner

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Candice Frank

Senior Associate

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Kathy Freed, CFP®

Principal

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Tina Freeman

Senior Associate

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Richard B. Freeman, CFP®

Principal

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Shadrack Frempong

Senior Associate

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Phillip French

Associate

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Virginia Frisch

Associate

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Brad Fry, CFA

Principal

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Alison J. Gamble

Partner

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Sam Garcia, CFP®

Principal

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John Garris

Senior Associate

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Doug Garrison, CFP®

Partner

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James P. Gauthier, CFA

Partner

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Jonah Gelhaus

Associate

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Courtney Gentry

Associate

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Stephanie Gervacio

Associate

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Justin M. Giacona, CPA

Associate

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Steven J. Giacona, CPA

Partner & Market Leader

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Bethany Gibson

Senior Associate

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Thomas Giddings

Partner

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David Gifford

Partner

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Garrett Gillett

Senior Associate

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Jeffrey Glassman

Partner

Tamara Golde, CFP®

Senior Associate

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Richard Golinski, CFA

Partner

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Caroline Good

Associate

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Bridget Goodbody, CFP®

Senior Associate

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Lauren G. Gooding, CTFA

Principal

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Kathy Goodman

Senior Associate

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John Goott, AIF®, CFP®

Partner

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Daniel Goott, CFP®, CIMA®

Partner & Market Leader

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Judith Gordon

Principal

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Jeff Graf, CPFA

Principal

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Dajion Grant

Senior Associate

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Kim Graven

Associate

Colin Gray, CFP®

Partner

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Shelia Gray

Principal

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Carrie A. Grey, CPA, CVA®

Principal

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Cameron Grimm

Associate

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Alexander Gross, CFP®, AEP®, CPA/PFS

Partner

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Todd Gruenig, CFP®

Principal

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Ashley J. Guerra

Partner

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JG Guidera

Principal

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Theresa Guinto

Associate

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Jake Gurock, CFP®

Senior Associate

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Colby Hackerman, CFA, CPA

Partner

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Hunter Haley, CFP®, CPA

Principal

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Shane Hall, CFP®, CAIA, CPWA®

Principal

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Jill Hardesty

Associate

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Ben Hardin, CFP®

Principal

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Adam C. Hardy, CFP®

Senior Associate

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Amanda Harris

Senior Associate

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Kayleigh Harris

Associate

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Rick Harris

Principal

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Lissa Harris

Principal

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Susan Hartley-Moss, CTFA, TEP

Partner

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Erica Hartog, CPA

Partner

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Matt Hay

Associate

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Gregory G. Heard

Partner

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Matthew Heath, CFP®

Principal

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Andrew Helfont, CFA

Partner

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Ashley P. Hembree, CFP®

Principal

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Josh Herman

Senior Associate

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Delia Hernandez

Principal

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Emily L. Herring, CPA

Principal

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Elizabeth Hicks

Senior Associate

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Rebecca Hilchey

Associate

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Jason Hill, CEPA®, CPA

Principal

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Ann Marie Hindley

Associate

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Caroline Hirt

Associate

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Andrew Hoercher

Principal

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Caren Holzhauer

Associate

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Katelynn Hopper

Associate

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Adam Hornek, CFP®

Partner

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Ben Hout

Senior Associate

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Lyman Howard, CFA, CFP®

Partner

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George Hubbard

Partner & Director of Private Direct Investments

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Jenny Huelsman, CFP®, CSA®

Principal

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Connor Hufer

Associate

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Karen D. Hunley

Associate

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Bruce A. Hyde, CPA

Partner

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John Hyman, CIMA®

Partner & Director of Investment Management

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Ally Hyrcza

Associate

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James Izard II, CFP®

Partner

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Jack H. Scaff III

Partner

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Frederick A. Allner, III

Partner

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Henry “Sandy” Harris III, CFA

Partner

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Rhonda Inskeep

Associate

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Nick Jackson, CFP®, AIF®, JD, QPFC®

Principal

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Darcy James

Associate

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Chris Jameson, CRPC®

Partner

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Shannon Jenkins, CEPA®, CFP®, CPA

Partner

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Tyler Jenkins, CPA

Senior Associate

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Alex Jimenez

Partner

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Kathryn Jodon

Principal

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Peter A. Johnson

Partner

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Blake Johnson, CFP®

Principal

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Joshua Johnson

Associate

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Brenda M. Johnson, CPA

Senior Associate

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Anne Johnston, CFP®

Partner

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Nicole Joko

Principal

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Thomas (TJ) F. Jones

Partner

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Thomas S. Jones

Partner

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Austin Jones, CFP®

Principal

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André De Jong, FPQP

Associate

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Wesley Jorette

Associate

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Wickliffe Lyne, Jr.

Principal

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David Jumper, CFA

Partner

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Evan Kaplan, CFP®, CFA

Principal

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Tom Karsten

Partner & Market Leader

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Alexey Kassabov, CPA

Associate

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Carl Kaufman

Associate

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Mickey Keating, CFP®

Senior Associate

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Mikel S. Keifer, CFA

Partner

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Raymond Keith, CPFA

Associate

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Kathryn Kennedy, CFP®, CPA, JD

Partner

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Hannah Kim

Principal

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Dustin Kindervater

Senior Associate

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Rashad King

Associate

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Becky Kingery, ARPS

Senior Associate

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Scott Kisselbaugh, CPA

Principal

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Kate Kittinger, AEP®

Principal

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Ekaterina Klimentova, CPA, CDFA®

Partner

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Stephen Klingler, CFP®

Principal

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Jeffrey Knight

Associate

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Jessica Kobaly

Senior Associate

Gavin W. Koenig, CEPA®, AIFA®, CRPC®

Principal

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Caroline Koenig

Associate

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Allen Kozel, CFP®

Principal

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Steven L. Kramer, CFP®

Partner

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Kati Krause

Principal

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Geoffrey Kuli, CFA

Partner

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Steve Kurosko, CSRIC®

Partner & Market Leader

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Kyle Kursim, CFP®

Partner

Eunmi Kwon, CPA, CFP®

Principal

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Patrick Labriola

Principal

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Jeffrey Lancaster, CFP®

Partner

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Adam B. Landau, CAIA

Partner & Market Leader

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Amy Lange, CFA, CFP®

Partner

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Gerry Larr

Partner

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Greg Larson, CSRIC®

Senior Associate

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Kristen LaSasso

Senior Associate

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Dawn M. Lasek

Associate

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James Lebenthal, CFA

Partner & Chief Equity Strategist

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Christine Lee, CFP®

Principal

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Rita Lee, CPA, CDFA®, CGMA®, PFS

Partner

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Caleb Lee

Senior Associate

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Cameron Lehrmann, CPA

Principal

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Yola Lerch

Senior Associate

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Boone Lewis

Associate

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Edward Liberman

Principal

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Andy Lin

Associate

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Austin Little, CFP®

Principal

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Robin Littlejohn

Associate

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Ray Llewellyn, CFA, CFP®

Principal

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Philip Logsdon

Principal

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Marsha K. Logsdon

Associate

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Richard Long, CFA

Principal

Christina Lum

Associate

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Phong Luu, CFA

Principal

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Anne Lyons

Associate

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Lyle Maasdorp, CFP®

Principal

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Andy Machenheimer

Principal

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Jory Makin

Senior Associate

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Steve Malbasa

Partner

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Julia Malin, CFP®

Senior Associate

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Jacqualyn Malloy

Senior Associate

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Kelly Mangum

Senior Associate

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Lindsay Marcus

Associate

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Jessica Marshall, FPQP

Senior Associate

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Samuel Martin, AIF®, CRPS®

Principal

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Peter Martin, CPA

Partner

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Susan Matlow, JD, CFP®

Partner

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Tricia Mattingly

Associate

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Brian Mattingly, CFA

Principal

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Joseph Matus, CFA

Senior Associate

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Demi Maya

Associate

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Vince Mazzone, JD, EA

Principal

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Ray McCarthy, CPA

Principal

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Michael McCarville, JD

Partner

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Alex McClure

Associate

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Doug McCrea

Partner

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Chuck McCurdy, CFA

Principal

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Morgan McDowell

Senior Associate

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Paul McGloin

Partner

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Matt McGrew, JD

Principal

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Patrick McGuire, CPA

Senior Associate

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Timothy McNally, CPA, CIMA®

Principal

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Kelly McNerney, CFP®

Principal

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Charles McRae, CFP®, CEPA®

Principal

Sarah Meiser

Senior Associate

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Ruby Mendoza

Associate

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Patricia Mercer

Associate

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Donna Metrou

Principal

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Abby Miles

Associate

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Karl O. Mills, CFA

Partner

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Eric Minnick

Principal

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Kristen Mitchel

Associate

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Olive W. Mitchell, CFP®

Principal

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Greg Mitseas

Senior Associate

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Christine Monyak

Associate

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Sean Moore

Partner

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Paul Moretti, CEPA®

Principal

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Darin A. Morgan, CFA, CFP®

Principal

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Jonathan Morris

Principal

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Owen Morrow

Senior Associate

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Constantine Mulligan, CFA

Partner

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Melanie Murphy, CPA

Senior Associate

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Patrick Murray, CFP®, CFA

Partner

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Elizabeth Musarra, CPA, PFS

Partner

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Lindsey Nadel

Partner

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Craig Nance, CPA

Principal

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Douglas Nardi, CFA

Partner

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Matt Nardi

Senior Associate

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Tabitha Negron

Associate

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Brad Nenni

Associate

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Alan Ness, CFP®, AIF®

Partner

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Seth Newby, CFP®

Senior Associate

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Lesa Newell

Senior Associate

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Steve Nielander, CFA

Partner

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Eda Niño

Associate

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Chase Norcini, CFA

Senior Associate

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Joshua Norman, JD

Senior Associate

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Reed Nothwang, CFP®

Principal

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Savanna Nunn

Associate

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Jenna O’Brien

Associate

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JoAnne O’Connell

Principal

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Emily O’Connor

Principal

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Resmena O’Meally, CPA

Partner

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Rebecca Occhiline

Associate

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Melissa Oduaran

Associate

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Brooklyn Ogburn

Associate

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Stephen Oliver, CFP®, CFA

Partner

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Matt Olver, CFP®, AEP®

Partner

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Sarah Gregg Orum

Principal

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Jeffrey Paladini, CFP®

Partner

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Carlie Palmer

Principal

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Kellie Panter

Senior Associate

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Crystal Papachristou

Associate

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Daniel Park, CFP®

Partner

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Ty Parrish, CIMA®

Partner & Practice Leader

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Luke Parrish

Associate

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Nicholas Pasichuke

Associate

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Cristina Paul, CFP®

Partner

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Jackson Pawley, CPA

Associate

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Zack Payne

Associate

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Yelena Pelimskaya, CFA

Principal

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Maria Pereyra

Associate

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Natalie Perez

Associate

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Blake Perkins

Senior Associate

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Lizzie Perkins

Associate

Linda Pesa

Associate

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Jeffrey J. Peters

Senior Associate

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Nicholas N. Petrelli, CFP®, CPWA®

Partner

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Katie Pfeifer, CFP®

Partner

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Richie Phares, CAIA

Principal

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Carman Phillips

Associate

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Walker Phillips, CFP®, CIMA®

Partner

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Scott R. Phillips

Partner

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Bettie Pickett

Associate

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Kinga Pietrzycki

Associate

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Nina Pilgrim

Senior Associate

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Erin Piscitelli, CFP®

Senior Associate

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Chris Pleshek, CPA

Senior Associate

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Quinn Portfolio, CFP®

Principal

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Matthew Powell

Senior Associate

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Jacqueline Price

Associate

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Mark Priebe, CPFA

Senior Associate

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Hugh Quinn

Associate

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Luke Ramey, CFP®

Senior Associate

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Steven L. Ramirez, CFP®, CFA

Principal

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Gerianne Raymundo

Principal

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Elyse Redwine

Associate

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Ally Reeves, CFP®

Senior Associate

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Jill Reiter

Principal

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Thomas Richardson, CPA

Partner

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Will Richardson

Senior Associate

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Timothy Ringelstein, CFA

Principal

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Jeremy Robbins, CFP®, CPA

Principal

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Kelly Robertson

Associate

Team member Image

Rhonda Robinett

Principal

Team member Image

Marianne S. Rodriguez, CFP®

Principal

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Eduardo Noa Rodriguez

Associate

Team member Image

Derek Rogers

Associate

Team member Image

Tristan Romo

Principal

Team member Image

Keisha Rose

Senior Associate

Team member Image

Anthony Rosetti, CFA, CFP®

Principal

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Melanie Ross, CFP®

Principal

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Spencer Roule

Principal

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Meg Rowley

Partner & Market Leader

Team member Image

Steve Roy

Senior Associate

Team member Image

Veronica Rubio, CFP®

Partner

Team member Image

Alexandera (Alex) Rudish

Senior Associate

Team member Image

Jeff Rup

Senior Associate

Team member Image

Salvatore Russo

Partner

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Devon Ruttenberg

Partner

Team member Image

Sherrell Sabree

Associate

Team member Image

Alex Saikali

Associate

Team member Image

Sherman S. Salangad

Senior Associate

Team member Image

Jorge Salazar, CFP®

Principal

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Jonathan Salvato, CFP®

Principal

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Marc Sanborn

Principal

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Minnie Yao Sanford, CFP®

Principal

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Steven P. Saunders, CAIA, CFA

Principal

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Becky Scaletta

Associate

Emma Schall

Associate

Team member Image

Isabel Scharmer, CFA

Partner

Team member Image

Leonard Schlangel, CPA, JD

Partner

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Theodore D. Schneider, CFA

Principal

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John Schnur

Associate

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Steve Schoneman, CFA

Partner

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Matthew Schonsheck

Senior Associate

Team member Image

Aram Schotts, CFP®, CRPS®

Principal

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Austin Schreck, CFP®

Principal

Abby Scott

Associate

Team member Image

Matthew Serkes, CFP®

Principal

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Marshall Serwitz

Partner

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Mary Shahian, CFP®, CDFA®, ChFC®, CKA

Partner

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Deborah Shaug

Principal

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LeAnn Shea

Associate

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Nick Sheeley

Associate

Team member Image

Timothy Sheridon

Senior Associate

Team member Image

Charmaine Sherlock

Senior Associate

Andrew Shestek

Associate

Team member Image

Bob Shier, JD

Partner

William Shier

Associate

Team member Image

Lindsey Shimin, ARPS

Senior Associate

Team member Image

Samuel Short

Associate

Team member Image

Claudia Showers

Associate

Team member Image

Bryan Silveira

Senior Associate

Team member Image

Gary Silverman, CFA

Partner

Team member Image

AJ Simoncelli

Senior Associate

Team member Image

Morgan Simpson

Senior Associate

Team member Image

Jason Simpson, CFP®

Principal

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Christina Simpson

Associate

Payton Sims

Associate

Emily Sims

Associate

Team member Image

Marcella Skenderis

Associate

Team member Image

Dee Slavutin, ChFC®

Partner

Team member Image

T.C. Smith

Associate

Team member Image

Lyric Smith

Senior Associate

Team member Image

Marie C. Smith, CFP®

Senior Associate

Team member Image

Robert C. Smith

Partner & Market Leader

Team member Image

Neal Smith

Principal

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Meghan Smith

Principal

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Grant L. Smith

Associate

Team member Image

Ellie Snyder, CFP®

Senior Associate

Team member Image

Mona Soliman

Senior Associate

Team member Image

Javier Solis, CFP®

Partner

Team member Image

Robert J. Sollazzo, CFA

Senior Associate

Team member Image

Paul Sommerstad, AIF®, QPFC®

Partner

Team member Image

Michelle Soto, CDFA®, CFP®

Partner

Team member Image

Robert L. Souza, CFA

Principal

Team member Image

William Speciale, AEP®, JD

Partner

Will Spence, CFA

Principal

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Judith Spencer

Associate

Team member Image

Angel Spillers

Associate

Team member Image

Shelby Stahr, CFP®

Principal

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Marisa Stancroff

Associate

Team member Image

John Stanovich, CFP®

Principal

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Thomas Stasel, CPA

Senior Associate

Team member Image

Philip Steele, AIF®

Partner

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Katie Stenger

Associate

Team member Image

Kyler Stephens, CFP®

Associate

Team member Image

Elizabeth W. Stone

Principal

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Jennifer Stott

Associate

Team member Image

Alanson Stumler

Associate

Marisela Suarez

Associate

Team member Image

Robert J. Sullivan, CFP®

Partner

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Alketa Sundquist

Senior Associate

Team member Image

Colleen Supran, CFA

Partner

Team member Image

Amy Suri

Associate

Joe Surrell

Associate

Team member Image

Howard Sussman, CFP®, JD

Principal

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Bonnie Suveerachaimontian, ChFC®

Principal

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Scott Swanson, CFA

Partner

Team member Image

Brendan P. Sweeney, CFA

Partner

Team member Image

Pam Swenson

Senior Associate

Team member Image

Dawson Swindler

Associate

Gabrielle Swint

Associate

Team member Image

Michael Syer, CFP®

Principal

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Claudia Sykora, CPA

Principal

Team member Image

Bryn Taday

Principal

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Ayisha Tahir, JD

Principal

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Sue Takano

Associate

Team member Image

Emily Taken-Vertz, CFP®

Principal

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Jacob Talley

Senior Associate

Team member Image

Matthew Taylor

Partner

Team member Image

Jonathan Taylor, CFA

Partner

Team member Image

Natalia Tchetchoulina

Partner

Team member Image

Shaadi Tehran

Associate

Team member Image

Andres Terronez

Senior Associate

Logan Thomas

Associate

Team member Image

Eric Thompson, CFP®

Principal

Kendra Thornburg

Senior Associate

Team member Image

Christian Thwaites

Partner

Team member Image

Joe Tichenor, CFP®

Partner

Dan Timotic, CFA

Partner

Team member Image

Rob Tittle, CFP®, CPWA®

Senior Associate

Team member Image

Megan Tivitt, CPA

Senior Associate

Team member Image

Philip Tivitt

Associate

Team member Image

Patrick Tobin, CFP®

Principal

Team member Image

Jonatán Toledo

Associate

Team member Image

Scott Toomasson, FPQP

Principal

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Justin Topping, CFA

Partner

Team member Image

Eric Towell, CFP®

Principal

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William Tricarico

Associate

Team member Image

Jim Trujillo, CFP®

Principal

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Brian Tu

Principal

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Leslie Tudor

Associate

Team member Image

Christopher Turso, CFP®

Senior Associate

Team member Image

Brandon Tutak

Principal

Team member Image

Tinetta Tutt

Associate

Team member Image

Mirza Ugarak, CFP®

Associate

Team member Image

Amanda Ulczynski

Senior Associate

Team member Image

Andrew Utley, CFA

Senior Associate

Team member Image

Tara D. Vagnone, CFP®

Principal

Karina Valles

Associate

Team member Image

Myles VanderWeele, CFP®

Partner

Team member Image

Christine Vandrey

Senior Associate

Team member Image

Juan Vasquez

Associate

Team member Image

Tania Vasquez

Principal

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Cynthia Venturelli, FPQP

Principal

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Andrew Verdeyen, CFP®

Principal

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Peter L. Viehl, CFA

Partner

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Daniel Vignola

Associate

Team member Image

Carol Vowels

Associate

Team member Image

Linda Wagner

Principal

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Mike Waldridge, ChFC®

Partner

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Steve Walker

Partner

Team member Image

Thayer Walker

Principal

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Todd Walklett, CFA, CFP®

Partner

Team member Image

Angella Wallace

Associate

Team member Image

Dawn Walters

Associate

Team member Image

Eric Warbrick, CPA

Principal

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Jacob Ward, CFP®, CPA

Senior Associate

Team member Image

Jason Waters, CFP®

Partner

Team member Image

Matt Watkins, CPWA®

Partner

Team member Image

Jennifer Watson, CPA

Principal

Team member Image

Laura Watts

Associate

Team member Image

Aaron Waxman, CFP®, CPA

Partner

Team member Image

Maria Weis

Associate

Gail Weiss

Senior Associate

Team member Image

Jamie S. Weissman, AIFA®, CPFA

Principal

Team member Image

Larry Weissman, CFA

Partner

Team member Image

Craig Wells

Partner

Team member Image

Colin Wheeler, CFP®

Partner

Team member Image

Emily Wilkins

Associate

Team member Image

Kim Wilkinson

Partner

Team member Image

EmJay Williams

Associate

Team member Image

Katherine Willis, CFA

Partner

Team member Image

Matt Wojtowicz, CPA

Principal

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Susan Wolf

Partner

Team member Image

Tracey Wood-Sanford, CPA

Partner

Team member Image

Zach Woodward, CFP®, AWMA®

Principal

Team member Image

Brian S. Woosley, CPA

Senior Associate

Charles Wright

Associate

Team member Image

Morgan Wyatt

Senior Associate

Team member Image

Jon Yankee, CFP®

Partner & Market Leader

Team member Image

Amanda E. Yearns

Associate

Team member Image

Peter Yoon, CFA

Principal

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Brendan Yospa

Associate

Team member Image

Dustan Zavatsky

Senior Associate

Felix Zavisubin

Associate

Team member Image

AJ Zimmerman

Associate

Team member Image

Joe Zurschmiede, CFP®, JD

Senior Associate

Team member Image

Jeff Zych

Partner

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