Wealth Advisors

Wealth Advisors

Trusted partners dedicated to your long-term financial success.

Our wealth advisors lead client relationships with a personalized, fiduciary approach, bringing deep expertise in financial planning, investment management, and multi-generational wealth strategies.

A woman with long, dark hair and a green top smiles at the camera. The background is a softly blurred blue and green gradient.

Robin Aiken, CFP®

Senior Wealth Advisor, Shareholder

A smiling man in a suit with a green tie poses against a blurred background.

Stephen Amason, CPA, CFP®

Advisory Associate

An older man with short white hair, glasses, and a navy suit with a blue tie smiles at the camera against a blurred, light-colored background.

Gary Anderson, CPA, PFS, J.D., AEP

Wealth Strategist

A person wearing a black suit and a patterned gray tie is posing in front of a blurred background. The individual has medium-length dreadlocks and facial hair, looking directly at the camera with a neutral expression.

Nzube Anunobi

Advisory Associate

A man with short, dark hair and a beard is wearing a blue suit and tie, standing against a blurred blue and gray background. He is smiling slightly and looking directly at the camera.

Alex Arnold

Wealth Advisor

A man in a dark suit and red patterned tie smiles at the camera. The background is a blurred indoor setting with light streaming in.

Trent Arnone, CFP®

Wealth Advisor

A smiling person with long, straight light brown hair is wearing a beige blazer and a black top. The background is blurred with soft lights and a blue-gray tone.

Lauren Baccari, CFP®

Senior Advisory Associate

A smiling person with long brown hair wearing a black blazer and a light top. The background is softly blurred, suggesting an indoor setting.

Jennifer Bachelor, CFP®

Associate Wealth Advisor

A young woman with long brown hair, wearing a black blazer and white top, smiles at the camera against a blurred modern indoor background with lights.

Kellie Bath

Advisory Associate

A man with short gray hair wearing a dark suit jacket and white dress shirt smiles at the camera against a blurred background with soft lights.

Greg Belatti, J.D., MBA

Wealth Advisor

A woman with long straight brown hair, wearing a black blazer over a white top, smiles at the camera against a blurred blue and white background.

Megan Belliveau

Advisory Associate

A smiling person with short, blond hair is wearing a textured, dark-colored jacket. The background is blurred, showing an abstract urban setting with hints of glass buildings.

Emily Bentley

Senior Wealth Advisor, Shareholder

A bald man with a beard is smiling, dressed in a blue suit and light blue tie, standing against a blurred background.

Ryan Best, CFP®

Senior Wealth Advisor, Shareholder

A man wearing a navy suit, white shirt, and pink tie smiles at the camera against a blurred background of glass and lights.

Michael Binnicker, CFP®

Senior Wealth Advisor, Shareholder

A smiling man in a gray suit, white shirt, and red tie, with short hair and glasses, stands in front of a blurred background of an office building.

John Bochniak, CFP®, CPA, PFS

Senior Wealth Advisor, Shareholder

A middle-aged man with short, light hair wearing a dark suit, light blue shirt, and orange tie, poses in front of a blurred background with greenery and buildings.

Bill Bolen, CFP®, CFA

Senior Wealth Advisor, Shareholder

Isaac Bradley

Isaac Bradley, J.D., CPA, CFP®

Director of Financial Planning

A smiling man in a business suit and blue tie stands against a blurred background. The setting appears professional with a soft, out-of-focus backdrop.

Nick Brink, CFP®

Senior Advisory Associate

A smiling man in a dark suit and blue tie stands in front of a blurred background. He has short hair and is looking directly at the camera.

Gene Brooks, CFP®

Senior Wealth Advisor, Shareholder

A woman with blonde hair is wearing a black blazer and a patterned top. She is standing indoors with a blurred background of windows and greenery.

Margo Bryk

Wealth Advisor

A smiling man with short, wavy brown hair is wearing a dark suit, white shirt, and light blue patterned tie. He is sitting against a light blue background.

Evan Byers, CFA, CFP®, CAIA

Senior Wealth Advisor, Institutional Investment Strategist, Shareholder

A middle-aged man with short gray hair is smiling, wearing a dark blazer over a pink and white striped shirt and a red and blue striped tie. The background is blurred with soft lights and blue tones.

Sam Callard, J.D.

Senior Wealth Advisor, Shareholder

Woman with long blonde hair smiling, wearing a white textured jacket and hoop earrings, against a blurred blue and white background.

Gavron Campbell, CFP®

Senior Advisory Associate

A man with a beard is smiling and wearing a dark suit, light blue shirt, and patterned tie. The background is blurred with a blue and green gradient.

Kevin S. Campbell, CFA

Senior Wealth Advisor, Shareholder

A young man in a suit and tie is smiling against a blurred cityscape background. He has short brown hair and is wearing a checkered jacket with a white shirt.

Connor Carlis, CPA, CFP®

Associate Wealth Advisor

A smiling man in a blue suit and red striped tie stands in front of a blurred indoor background.

Steve Cass, CFP®

Senior Wealth Advisor

A man with short hair and glasses is smiling, dressed in a blue shirt, red patterned tie, and dark suit jacket. The background is softly blurred.

Bill Cleveland, CPA, CFP®, PFS

Senior Wealth Advisor, Shareholder

A person with light brown hair wearing a suit, light blue shirt, and yellow striped tie, standing in front of a glass window. The background is blurred.

Philip Clinkscales, III, CPA, CFA, CAIA, CGMA, CFP®, PFS

Senior Wealth Advisor, Shareholder

A person in a navy suit and red tie smiles at the camera. The background is softly blurred with a mix of lights and shadows, suggesting an indoor setting.

Solomon Cohen

Advisory Associate

An older man in a suit and patterned tie smiles at the camera. The background is blurred, displaying a neutral-toned indoor setting.

William Cohen, Esq., J.D., LL.M.

Senior Wealth Advisor, Principal

A young man with short brown hair, wearing a dark suit jacket and light blue shirt, stands smiling in front of a blurred modern background with soft lights.

Bennett Colbert

Advisory Associate

A person in a black suit and red polka dot tie smiles at the camera. The background is a soft blue gradient.

Alex Colovos

Senior Advisory Associate

A middle-aged man wearing a suit and a light blue tie stands against a soft, blurred background. He has short, gray hair and a confident expression.

Sean Cook

Senior Wealth Advisor, Shareholder

A smiling man in a blue suit and light patterned tie stands in front of a blurred background with soft lights.

Wyatt Copeland

Advisory Associate

A young man with short, light brown hair wearing a blue suit, white shirt, and patterned tie, smiling at the camera with a blurred office background.

Kyle Cotoia, CFP®

Associate Wealth Advisor

A woman with long brown hair and light skin, wearing a light pink collared shirt, is smiling softly at the camera. The background is blurred with blue and light tones.

Lesa Crosser, AWMA®

Senior Wealth Advisor, Shareholder

Man in a blue suit and pink patterned tie smiling, with a blurred background of soft lights and blue tones.

Ian Davis

Advisory Associate

Portrait of a person wearing a dark suit, blue striped shirt, and yellow tie, smiling with a blurred background of a window and greenery.

Julian Davis, CPA, CFP®

Wealth Advisor

A man in a blue suit and light blue tie smiles at the camera. The background is blurred, with soft lighting.

Benjamin DePalmo

Associate Wealth Advisor

A man with short blond hair wearing a blue suit, white shirt, and red tie, smiling in front of a blurred background with soft lights.

Robert DiBenedetto

Wealth Advisor

A man with dark hair and a beard, wearing a blue suit and white shirt, poses against a blurred background.

Brandon Downs, CFP®

Senior Wealth Advisor, Shareholder

A middle-aged man with short light brown hair, glasses, and a blue collared shirt under a dark blazer, smiling in front of a blurred background with soft lights.

Martin Eby, CFP®

Senior Wealth Advisor, Shareholder

A woman with long blonde hair is smiling at the camera. She is wearing a light-colored blazer over a white top. The background is softly blurred, featuring some light streaks and round light spots.

Kate Edmunds

Advisory Associate

A woman with straight, dark brown hair in a bob haircut, wearing a black and white patterned top, smiles at the camera against a blurred, light-colored background.

Gosia Elashmawy, CFP®

Senior Wealth Advisor, Advisory Team Leader, Shareholder

A young woman with long, light brown hair and bangs smiles at the camera. She is wearing a black top and blazer, with a blurred, bright background behind her.

Cari Elliott, CFP®

Associate Wealth Advisor

A woman with long brown hair is smiling at the camera. She is wearing a dark green dress and a round pendant necklace. The background is a soft, blurred blue and gray.

Rett Evans

Senior Advisory Associate

Michael Fernandez

Michael Fernandez

Advisory Associate

A young man in a gray suit and light blue tie smiles confidently with arms crossed, standing in front of a bright, blurred office background.

Jackson Finigan III, CFP®

Wealth Advisor

Abbey Flaum

Abbey Flaum, J.D., LL.M.

Wealth Strategist, Shareholder

A woman with long brown hair and blue eyes, wearing a beige blazer and white top, smiles at the camera against a blurred background with soft lighting.

Katie Foodman

Advisory Associate

A woman with shoulder-length brown hair, wearing a black blazer and red blouse, smiles at the camera. The background shows a blurred office environment with large windows.

Lauren Forster, CPA

Wealth Advisor

A man in a blue suit, white shirt, and light pink tie smiles at the camera. The background is blurred with soft light and abstract shapes, suggesting an outdoor or modern urban setting.

Jarrod Freeman, CFP®, BFA™

Wealth Advisor

A young man in a dark suit and white dress shirt smiles at the camera. The background is softly blurred with blue and white tones, suggesting a professional setting.

Tyler French

Associate Wealth Advisor

A man with short gray hair wearing a dark suit, light blue shirt, and blue polka dot tie stands in front of a blurred office background.

Adam Fuller, CFA, CFP®

Senior Wealth Advisor, Shareholder

A person in a blue suit and red patterned tie is smiling. The background is blurred with soft lighting.

Jonathan Gerrard, CFP®, EA

Associate Wealth Advisor

A person in a suit and blue tie smiling in front of a blurred office window background. The scene suggests a professional setting.

Kory Gildea, CFP®

Wealth Advisor

A woman with shoulder-length blonde hair smiles warmly. She is wearing a dark blue blouse and a matching beaded necklace. The background shows an out-of-focus cityscape through a large window.

Tana Gildea, CFP®, CPA, CCFS, CDFA®

Senior Wealth Advisor, Shareholder

A smiling man in a business suit and pink tie stands against a blurred background with warm lights.

Charlie Gilroy, MBA

Advisory Associate

A person with short dark hair and glasses is smiling, wearing a suit, white shirt, and dark red tie. The background is blurred, suggesting an office environment.

Rory Glatt, CFP®

Senior Advisory Associate

A man in a blue suit and tie smiles against a blurred blue and green background.

Brad Glover, CFA

Senior Wealth Advisor, Shareholder

A young woman with long brown hair, wearing a black blazer over a light blue blouse, smiles at the camera. The background is blurred with blue and white tones.

Alondra Gonzalez

Advisory Associate

A man in a suit with a light blue shirt and a pink tie smiles at the camera. The background is blurred, showing large windows and hints of a cityscape.

Sammy J. Grant, J.D., CPA, CFP®, CLU

Senior Wealth Advisor, Shareholder

A woman with long, wavy blonde hair smiles at the camera. She is wearing a dark textured blazer over a light top. The background is blurred, giving the image a professional and friendly appearance.

Kathleen Griffis

Senior Advisory Associate

A person with brown hair and glasses, wearing a dark suit, a white shirt, and a patterned tie, smiles at the camera. The background is blurred, with abstract light shapes.

Riley Groves

Senior Advisory Associate

A person with long auburn hair and wearing a dark blouse is smiling at the camera. The background is blurred with soft lights.

Molly Guenther, CFP®, CFA

Senior Wealth Advisor

A person with short gray hair and a suit smiles slightly while looking at the camera. The background is a blurred cityscape seen through a window.

Anthony Guinta

Senior Wealth Advisor

A man wearing a dark suit and white shirt stands with arms crossed, looking confidently at the camera against a blurred background with soft lights.

Francisco Guzman Castro

Advisory Associate

A young man wearing a dark suit and blue tie is smiling at the camera, with a blurred background featuring soft lights and diagonal lines.

Paul Ha, CFP®

Associate Wealth Advisor

A man with short brown hair and a beard is smiling. He is wearing a dark pinstripe suit, white shirt, and a maroon patterned tie. The background is blurred, featuring shades of blue and gray.

Taylor Hammond, CFP®

Associate Wealth Advisor

Jeannie Heerlein

Jeannie Hanna

Senior Advisory Associate

A man in a suit and yellow tie smiles against a blurred cityscape background.

Greg Herbert, CFP®, BFA™

Wealth Advisor

A man wearing a plaid suit, white shirt, and patterned tie smiles broadly while looking to the side; the background is blurred with soft, bright lighting.

Jeff Hill

Market Leader, Senior Wealth Advisor, Shareholder

A woman with long, straight blonde hair and blue eyes is smiling at the camera. She is wearing a dark blazer over a grey top. The background is blurred with cool tones and circular light spots.

Claire Huppert

Associate Wealth Advisor

A smiling man in a business suit and striped tie poses against a blurred background.

Stephen Jackson, CFP®

Associate Wealth Advisor

A man in a dark suit, white shirt, and blue patterned tie is smiling at the camera. He has short dark hair and is posed against a blurred, modern, light-blue background.

George Johnson, CFP®

Senior Advisory Associate

A man with short hair, a beard, and a friendly expression is wearing a navy suit, white shirt, and red patterned tie. The background is blurred, providing a soft, professional appearance.

Keith Johnson, CFP®

Senior Wealth Advisor, Shareholder

A man in a business suit and tie is smiling against a blurred indoor background.

Bryan Kamau, CFP®

Associate Wealth Advisor

A young man wearing a dark suit, blue shirt, and patterned tie is smiling with a blurred background of bright lights.

Alex Keiss

Advisory Associate

A young man with short, curly brown hair smiles at the camera. He is wearing a navy blue blazer over a light blue checkered shirt, and the background is softly blurred with blue and white tones.

Jacob Kelly

Senior Advisory Associate

A man in a dark suit and light blue shirt smiles warmly while sitting against a blurred blue and white background.

Tony King, CFA

Managing Director

A man in a blue suit and light blue tie is smiling in front of a blurred background.

Drew Klepchick, CFP®

Senior Wealth Advisor, Shareholder

A woman with long brown hair and a beige jacket smiles against a blurred office background.

Lydia Knoll, CFP®

Senior Advisory Associate

A man in a suit and tie smiles at the camera. The background is blurred, showing a mix of blue and gray tones.

Dave Kochamba, CFP®

Senior Wealth Advisor, Shareholder

A person in a blue suit and yellow tie smiling against a blurred background.

Chris Kowal, CFP®

Senior Wealth Advisor, Shareholder

A man in a gray suit and yellow polka dot tie is smiling at the camera. The background is a blurred view of windows and greenery, suggesting an office setting.

Kevin Kraus, CFP®, CPA

Senior Wealth Advisor, Shareholder

A man in a blue suit and red patterned tie smiles at the camera. He has short brown hair and a light beard. The background is blurred, giving a professional portrait appearance.

Drew LaGrande, J.D., LL.M.

Wealth Strategist

A smiling man in a suit with a green and white striped tie stands against a blurred blue background.

Mike Landsberg, CPA, CFP®, CPWA, PFS

Senior Wealth Advisor, Shareholder

A smiling man with short dark hair is wearing a light green suit jacket, a white dress shirt, and a patterned tie with small orange designs. The background is a blurred cityscape.

Samuel Leech, CFP®

Associate Wealth Advisor

Ryan Lefler, MBA

Senior Advisory Associate

Sean Lennox, CFP®, ChFC®

Senior Wealth Advisor, Shareholder

A person in a gray pinstripe suit and red tie is smiling at the camera. The background is blurred, showing an office environment.

Billy Levine

Senior Wealth Advisor, Shareholder

A smiling person with short, dark hair wearing a suit, white shirt, and red patterned tie. The background is blurred with a mix of blue and light colors.

Garrett Liebe, CFP®

Senior Advisory Associate

A man with glasses and gray hair smiling, dressed in a pinstripe suit and patterned tie. The background is softly blurred with circular lights, creating a professional and warm atmosphere.

Sean Maguire, CFA

Senior Wealth Advisor

A person with long blonde hair smiles at the camera. They are wearing a white blazer, and the background is softly blurred, suggesting an indoor setting.

Sarah Markwalter, CFA, CFP®

Wealth Advisor

A smiling man wearing a blue suit, white shirt, and blue tie stands in front of a blurred background. He has short, neatly styled brown hair. The background suggests an office setting.

Edwin Martin, CFP®

Associate Wealth Advisor

A person in a blue suit and patterned tie smiles warmly. The background is softly blurred with bokeh lights.

Garrett Mashburn

Advisory Associate

A person with curly hair smiles at the camera, wearing a light-colored patterned sleeveless top. The background is softly blurred, suggesting an indoor setting with large windows.

Kossandra McDuffie, CPA, CFP®

Wealth Advisor

A person in a suit and tie smiles at the camera. The background is blurred, suggesting an indoor setting with a window view.

Patrick McGonigle, CFP®, MPAS®

Senior Wealth Advisor, Shareholder

A young man with light brown hair, wearing a navy blazer and light blue shirt, smiles at the camera against a blurred light blue and white background.

Andrew Michaels

Senior Advisory Associate

A woman with long blonde hair wearing a black blazer, light pink blouse, and pearl necklace smiles at the camera. The background is blurred with soft lights and blue tones.

Meredith Mighty, CDFA®, AIF

Wealth Advisor

A man with medium-length curly hair and a beard, wearing a dark suit, patterned tie, and light shirt, smiles while standing in front of a blurred modern background.

ReKeithen Miller, CFP®, EA

Wealth Advisor

A man in a suit and tie smiles at the camera with a blurred cityscape in the background.

Wayne Moss, CFP®

Senior Wealth Advisor, Shareholder

A woman with curly brown hair smiles warmly. She is wearing a black jacket over a light blue top. The background is softly blurred in shades of blue and green.

Tricia Mulcare, CFP®, CPA, PFS

Senior Wealth Advisor, Shareholder

A man with short brown hair, wearing a navy suit jacket, white dress shirt, and light purple tie, smiles in front of a blurred office background.

Chad Norfolk, CFP®

Market Leader, Senior Wealth Advisor, Shareholder

A woman with curly, shoulder-length blonde hair smiles at the camera. She is wearing a textured green top and stands in front of a blurred background with soft lights.

Kelly Nowottnick, J.D.

Senior Wealth Advisor, Shareholder

Demi Olatunbosun

Demi Okesanjo, CFP®

Associate Wealth Advisor

A man in a navy suit and white shirt smiles at the camera. He has short curly hair and a trimmed beard. The background is blurred with blue and white tones.

Onyi Okoroafor

Associate Wealth Advisor

A person with shoulder-length brown hair smiles while wearing a red floral-patterned blouse. The background is blurred, featuring shades of blue and gray.

Amy Owen, J.D., LL.M.

Senior Wealth Advisor, Wealth Strategist, Shareholder

A smiling person with short hair is wearing a dark suit, white shirt, and patterned tie. The background is blurred, featuring soft lights.

Garrett Owen, CPA, CFP®

Senior Advisory Associate

A man with short, curly brown hair wearing a grey suit jacket and white shirt smiles at the camera. The background is softly blurred with blue and yellow tones.

Hugh Palmer

Senior Wealth Advisor, Shareholder

A bald man with a beard and glasses is smiling. He is wearing a blue suit, white shirt, and pink tie. The background is blurred, suggesting an indoor setting.

Larry Parkin, CFP®

Market Leader, Shareholder

A man in a dark suit and tie smiles warmly at the camera. The background is softly blurred with a mix of neutral colors, suggesting a professional indoor setting.

Dhruv Patel

Senior Advisory Associate

A man in a blue suit and patterned tie smiles at the camera. The blurred background shows circular lights and a softly colored wall, suggesting a professional setting.

Zach Pearson

Senior Advisory Associate

Mitchell Phillips

Mitchell Phillips, CFP®

Associate Wealth Advisor

A man with short brown hair and a trimmed beard wears a dark suit jacket over a white shirt, posing in front of a blurred, modern office background.

Keir Pienaar, CFP®

Associate Wealth Advisor

A man in a gray suit, white shirt, and blue tie is smiling in front of a blurred background with blue and white tones.

Alex Price, CFP®

Wealth Advisor

A smiling person with short hair is wearing a dark suit jacket, a light-colored shirt, and a patterned tie. The background is softly blurred.

Milton Pullen, CFP®

Associate Wealth Advisor

A young man with short, dark curly hair wearing a navy suit, white shirt, and yellow patterned tie, smiles at the camera with a blurred office background.

Harrison Rafiq, CFA

Associate Wealth Advisor

A person with short light brown hair, wearing glasses, a white shirt, a red tie with patterns, and a dark suit jacket, smiling at the camera. The background is blurred, suggesting an office or cityscape setting.

Wilson Reece, CPA, CFP®

Wealth Advisor

A man in a suit and tie smiles at the camera. The background is blurred, suggesting an office setting.

Ben Riddick, CFP®

Senior Wealth Advisor, Shareholder

A smiling man in a dark suit and white shirt stands with arms crossed against a blurred, modern office background with bright lights.

Timothy Riley, CFP®

Associate Wealth Advisor

A man with light brown hair, a short beard, and glasses is wearing a dark suit, white shirt, and light-colored tie, smiling at the camera against a blurred, professional background.

Keaton Roberson

Advisory Associate

A person with curly hair and a beard is smiling while wearing a dark suit, light shirt, and striped tie. The background is blurred, showing a cityscape with tall buildings.

Andrew Robertson, CFP®

Associate Wealth Advisor

A young man in a navy suit, white shirt, and light blue tie smiles at the camera against a blurred, modern glass building background.

Jack Roode

Advisory Associate

A man in a dark suit, white shirt, and striped tie is smiling while standing in front of a blurred modern background with lights and glass.

Jeff Rosengarten, CFP®

Senior Wealth Advisor, Shareholder

A man wearing a dark suit, white shirt, and blue striped tie is smiling in front of a blurred, modern office building background.

Jaime Ruff, CFP®

Senior Wealth Advisor, Shareholder

A person with long, straight hair and a slight smile is wearing a black blazer over a white shirt. The background is softly blurred with abstract, circular lights.

Cambria Russell, CRPC®

Senior Advisory Associate

A man in a suit and tie is smiling at the camera. The background is softly blurred, featuring geometric lines and a blue hue.

Brian Sipple, CFP®

Senior Advisory Associate

A person with long blonde hair wearing a black blazer over a beige top is smiling against a blurred blue and white background.

Sarah Smith, CFP®

Senior Advisory Associate

Smiling man in a suit and red tie, with short blonde hair, standing in front of a blurred background.

Lex Smith, CFP®

Senior Wealth Advisor, Shareholder

Smiling woman with long blonde hair and wearing a black top, standing against a blurred background.

Sharon Snyder, CFP®

Senior Advisory Associate

A young man with short brown hair wearing a dark blazer, checkered shirt, and tie, smiling in front of a blurred blue and white background.

Peter Sorensen

Advisory Associate

A man with short brown hair and a beard, wearing glasses, a dark suit, a blue checkered shirt, and a yellow tie, smiles at the camera against a blurred background.

Paul Speargas, CFA

Senior Wealth Advisor, Shareholder

A smiling man in a blue suit and purple tie stands in front of a blurred background, possibly a cityscape.

Mike Stanford

Wealth Advisor

A person with long brown hair smiling, wearing a sleeveless red top. The background is softly blurred with circular lights, creating a light and airy atmosphere.

Ana Stella, CFP®

Advisory Associate

Smiling person with long blonde hair wearing a pink sweater, standing against a soft blue background.

Kelsey Stone, CFP®

Wealth Advisor

A person with long, curly blonde hair smiles at the camera. They are wearing a dark sweater and a necklace with a round pendant. The background is softly blurred, giving a professional ambiance.

Jennifer I. Storey, CFP®

Senior Wealth Advisor, Shareholder

A woman with curly brown hair, wearing a black blazer and purple top, smiling at the camera. The background is softly blurred with blue and white tones.

Rebecca Streamo, J.D.

Senior Wealth Advisor, Wealth Strategist, Shareholder

A man wearing glasses and a suit with a blue tie is smiling. The background is blurred, featuring soft lights.

Timothy M. Tallach, J.D., CPA

Director, Advanced Tax Planning & Family Office Services

A man in a suit with a blue tie smiles at the camera. He has short hair and stands against a blurred blue and green background.

John Taylor, CFP®, CFA

Senior Wealth Advisor, Shareholder

A man with short hair wearing a dark blazer over a white shirt stands in front of a blurred background with cool tones. He is smiling slightly at the camera.

Eric Toole, CFP®

Senior Wealth Advisor, Shareholder

A man in a suit and striped shirt, wearing a yellow tie with a subtle pattern, smiles directly at the camera. The background is softly blurred with blue tones.

Jimmy Trimble, CFP®, CEPA

Director, Business Development

A woman with shoulder-length brown hair smiles at the camera. She is wearing a black blazer over a patterned blouse. The background is softly blurred.

Ashley Tucker, CFP®

Associate Wealth Advisor

Smiling woman with long light brown hair wearing a pearl necklace and blue top with a black blazer, set against a blurred background.

Christen Tucker

Senior Advisory Associate

A woman with blonde hair smiles at the camera. She is wearing a blue and white patterned outfit. The background is blurred, featuring a soft blue and green color palette.

Lee Van Leuvan, CFP®

Senior Wealth Advisor, Principal

A young man in a suit and tie stands against a blurred background. He has short brown hair and is looking directly at the camera with a subtle smile.

Benjamin Van Zee

Advisory Associate

A woman with long brown hair smiles at the camera. She is wearing a black blazer over a patterned top. The background is a blurred gradient of blues and whites.

Charlotte Vidal, CFA, CFP®

Wealth Advisor

A man with short dark hair, a trimmed beard, and a blue suit jacket over a light blue shirt smiles at the camera against a blurred background with lights.

Chris Walczak, CFP®, CTFA

Senior Wealth Advisor, Shareholder

A person in a suit and red tie smiles at the camera. The background is blurred, suggesting an office setting.

Frank Waterson, CFP®

Senior Wealth Advisor, Shareholder

A woman with long dark hair and a black top smiles at the camera. The background is softly blurred with blue and gray tones and circular lights, suggesting an indoor setting.

Zakia Weber, CFP®

Wealth Advisor

A woman with long brown hair, wearing a dark blazer and a green necklace, smiles in front of a blurred, light-filled background.

Natalie Whelton, J.D., LL.M., Esq.

Senior Wealth Advisor, Wealth Strategist, Shareholder

A man with curly hair and a beard smiles while wearing a gray suit and patterned tie. The background is blurred with soft, out-of-focus lights.

Nate Wilinski, CFP®

Associate Wealth Advisor

A person wearing glasses, a dark suit, blue and white striped tie, and a light blue shirt smiles in front of a blurred background.

John Willoughby, CFA

Senior Wealth Advisor, Shareholder

A person with curly hair is smiling, wearing a magenta blazer over a black top. The background is softly blurred, suggesting an indoor setting.

Cindy Wilson, CFP®

Wealth Advisor

A person with shoulder-length brown hair, wearing a gray blazer over a dark shirt, smiles softly against a light blue background.

Michelle Wolff, CFP®, ADPA®

Wealth Advisor

A woman with long, wavy brown hair smiles at the camera. She is wearing a dark blazer over a light top, and the background is softly blurred with bright light spots.

Katie Zook, CFP®

Wealth Advisor

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