Advisors: At the service of your dreams.

Ken Anderson JD
Director in Wealth Management, Partner

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Michael S. Angell CPA
Director in Wealth Management, Partner

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Ami S. Aranha CFP®, J.D.
Manager in Wealth Management

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Ryan P. Benson CPA, CFP®
Director in Wealth Management, Partner

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Karen Blodgett MBA, CFP®
Director in Wealth Management, Partner

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Sandi Bragar CFP®
Managing Director in Planning Strategy & Research, Partner

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Lisa Colletti JD, CFP®
Managing Director in Planning Strategy & Research, Partner

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John Collins MBA, CFA®
Director in Wealth Management, Partner

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Sandra Conners CPA, CFP®, CDFA™
Director in Wealth Management, Partner

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Devin Cruise MBA, CFP®
Manager in Wealth Management, Partner

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Kelly Cruz JD
Director in Strategic Planning, Partner

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Helen A. Dietz CFP®
Director in Wealth Management, Partner

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Gregory P. Fasig CFA®, CFP®
Director in Wealth Management, Partner

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Mike Fitzhugh MBA, CFP®
Director in Wealth Management, Partner

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Carl Forster
Director in Investment Advisory, Partner

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Lorraine Fox MBA
Director in Wealth Management, Partner

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Michael V. Glowacki MBT
Director in Wealth Management, Partner

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Brett Gookin JD, CFP®
Director in Wealth Management, Partner

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Andy Hamilton CFP®
Director in Wealth Management, Partner

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Lani Kapur CFP®
Director in Wealth Management, Partner

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Ginny King JD
Director in Wealth Management, Partner

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John Kirkpatrick MBA
Director in Wealth Management, Partner

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Jason Kiss CFA®, CFP®, CAIA
Director in Wealth Management, Partner

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Linda K. Kitchens CFP®
Director in Wealth Management, Partner

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Mary Ellen Krueger CIMA®
Director in Wealth Management, Partner

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Nathan S. Kublank CFP®, CPWA®, AEP®
Director in Wealth Management, Partner

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Nayan Lapsiwala CFP®, CFA®, CAIA
Director in Wealth Management, Partner

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Sam Lee MBA
Director in Investment Advisory, Partner

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Cliff Loh CFP®
Manager in Wealth Management

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Corey Mader CFA
Manager in Wealth Management

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Nikki Michelini CPA
Director in Wealth Management, Partner

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Natalie Morrella CFP®
Manager in Wealth Management, Partner

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David Muchow MBA, CFP®
Director in Wealth Management, Partner

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Gavin Neil CFA, CFP®, MSFA
Manager in Wealth Management, Partner

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Ryan T. Nelson
Manager in Investment Advisory, Partner

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Michelle Nguyen CPA, CFP®
Manager in Wealth Management

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Paul Nikolai MBA, CFP®
Director in Wealth Management, Partner

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Song Park
Director in Wealth Management, Partner

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John P. Petrie CPA, CFP®, CIMA®
Director in Wealth Management, Partner

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Mark D. Petrie CFA®, CFP®
Director in Wealth Management, Partner

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Talia Pierluissi CFP®, MBA
Director in Wealth Management, Partner

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Melissa Punim JD, LL.M.
Director in Strategic Planning, Partner

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Myles D. Rush CFP®, M.S.
Director in Wealth Management, Partner

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Greg Schick CFP®
Director in Wealth Management, Partner

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Peter Schwartz CIMA®
Director in Wealth Management, Partner

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Adam Stanley CFP®, CIMA®, MBA
Director in Wealth Management, Partner

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Clay R. Stevens JD, LL.M.
Director in Strategic Planning, Partner

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Tom Tracy MBA, CFA®, CFP®
Chief Client Officer, Partner

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Bradley A. Weber CPA
Director in Wealth Management, Partner

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Michael Weissman CFP®, CIMA®
Director in Wealth Management, Partner

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Orin Winick
National Director - Investment Advisory

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Regina Wohl CFA®, MBA
Manager in Wealth Management

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Jane Zaloudek MBA, CFP®
Director in Wealth Management, Partner

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