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Actionable planning strategies to inform and guide your decision-making.
Principal
Client and Corporate Services
Geoff is a Principal on the Partner Development team. He has over eight years of experience in the financial services industry.
Geoff began his career at EY in their asset and wealth management practice, before accepting a consulting position with RSM. Most recently, he was an Associate at KeyBanc Capital Markets and Raymond James where he focused on asset and wealth management and technology.
Andrew Adams
Senior Associate
Nikolai Arutiunov
Aleem Baksh
Amy Banker, AIF®
Michaela Barnum
Ryan Berger
Associate
Alicia Boggio-Hair
Marie Del Bove
Jen Bowen
Abrielle Bradley
Gillian Brand
Manny Bratta
Gerard Burke
Jeff Bushman
Lynda Castellano
Partner
Yanming Chen
Whitney Clark
Miryam Cohen
John Cook
Principal & Director of Human Resources
Nataliya Crouse
Kimberly Crowley
Kimberly Duran
Liza EsselSagoe
Ini Etuk
Stuart Evans
Principal & Chief Compliance Officer
Scott Finn
Mitch Gelkopf
Nick Gerber
David Gimpel
Erika Gunbeyi
Brad Gutzler
Michael Harano
Reggie Hopton
William Horner
Michèle Hurley
Teppo Jaakkola
Arlene James
Will Johnson
Zoe Kreca, CFP®
Eric Kuehl
Rebecca LaPlant
Jillian Laughlin
Brian Lee
Amy Lin
Winky Liu
Ben Lomazow
Stefan Ludlow
Principal & Director of Technology
Jacqueline Martin
Matt McGinn
Jessica Mendoza
Ana Mojica
Shelley Newham
Sebastian Ottaplakal
Krissi Paczolt, CPA
Aydan Panahova
Andrea Castillo Pena
Brittany Peyser
Peg Pike
Kate Polyte
Derrick Poon
Kristen Potter
Nancy Renshaw
Jack Riehemann, CFA
Sawyer Rothmann
Jeanette Ruvalcaba
Kamil Said
Sarah Saites
Sarah Santoro
Nicole Scaffidi
Robert Schwagerl, CMT, CFTe
Kirsten Shaw
Michelle Simek
Carley Skidmore
Matt Stazzone
Matt Tassell
Madeleine Thomas
Alexa Thorson
Zack Trygstad
Carmen Tu
Aubrey Weber
Valerie Weinfeld
Ashley Williams
Heidi Wilson
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