Advisors: Empowering you
to live your dreams.

Michael S. Angell CPA

Director in Wealth Management

Partner

Ami S. Aranha CFP®, JD

Director in Wealth Management

Partner

Ryan P. Benson CFP®, CPA

Director in Wealth Management

Member of Board of Directors

Partner

Karen Blodgett CFP®, MBA

Chair of the Board of Directors

Director in Wealth Management

Partner

Sandi Bragar CFP®

Chief Client Officer

Partner

Karen Clapp CFP®, JD

Director in Wealth Management

Lisa Colletti CFP®, JD

Managing Director in Exclusive Family Office

Partner

Sandra Conners CFP®, CDFA®, CPA

Director in Wealth Management

Partner

Devin Cruise MBA, CFP®

Director in Wealth Management

Partner

Helen A. Dietz CFP®

Managing Director in Total Wealth Management

Partner

Michelle Eversman CFP®, CPA

Director in Wealth Management

Partner

Gregory P. Fasig CFA®, CFP®

Director in Wealth Management

Partner

Mike Fitzhugh MBA, CFP®

Director in Wealth Management

Partner

Carl Forster

Director in Investment Advisory

Partner

Brett Gookin JD, CFP®

Director in Wealth Management

Partner

Teresa Greenip CFP®

Manager in Wealth Management

Partner

Andy Hamilton CFP®

Director in Wealth Management

Partner

Paul Hynes CFP®

Director in Wealth Management

Partner

Lani Kapur CFP®

Director in Wealth Management

Partner

Ginny King JD

Director in Wealth Management

Partner

Mike King JD

Director in Wealth Management

John Kirkpatrick MBA

Director in Wealth Management

Partner

Jason Kiss CFP®, CAIA, CFA®

Director in Wealth Management

Partner

Linda K. Kitchens CFP®

Director in Wealth Management

Partner

Mary Ellen Krueger CIMA®

Director in Wealth Management

Partner

Nathan S. Kublank CFP®, AEP®, CPWA®

Director in Wealth Management

Partner

Nayan Lapsiwala CFP®, CAIA, CFA®

Director in Wealth Management

Partner

Sam Lee MBA

Director in Investment Advisory

Partner

Cliff Loh CFP®

Director in Wealth Management

Partner

Corey Mader CFA®

Director in Wealth Management

Partner

Daniel Moas CFP®

Manager in Wealth Management

Natalie Morrella CFP®

Director in Wealth Management

Partner

David Muchow MBA, CFP®

Director in Wealth Management

Partner

Gavin Neil CFA®, CFP®, MSFA

Director in Wealth Management

Partner

Ryan T. Nelson CFA®

Director in Investment Advisory

Partner

Paul Nikolai CFP®, MBA

Director in Wealth Management

Partner

Jordan Overby CFP®

Director in Wealth Management

Partner

Song Park

Director in Wealth Management

Partner

John P. Petrie CFP®, CIMA®, CPA

Managing Director in Total Wealth Management

Partner

Mark D. Petrie CFP®, CFA®

Director in Wealth Management

Partner

Talia Pierluissi CFP®, MBA

Director in Wealth Management

Partner

Randy Rae CFA®, CFP®, MBA

Manager in Investment Advisory

Myles D. Rush CFP®, MS

Director in Wealth Management

Partner

Nick Ruzette CFP®

Manager in Wealth Management

Partner

Lina Sanchez ChSNC®, CDFA®, CEPA®, CSSCS®

Manager – Wealth Management

Greg Schick CFP®

Director in Wealth Management

Partner

Peter Schwartz CIMA®

Director in Wealth Management

Partner

Matthew Sharp CFP®

Manager in Wealth Management

Jason Shemtob CFP®, MSF

Director in Wealth Management

Partner

Adam Stanley CFP®, CIMA®, MBA

Director in Wealth Management

Partner

Clay R. Stevens JD, LL.M.

Director in Strategic Planning

Partner

Mindy Tankel CFP®

Director in Wealth Management

Partner

Tom Tracy CFA®, CFP®, MBA

Managing Director in Planning Strategy & Research

Member of Board of Directors

Partner

Jan Vega CFP®, CTFA, MBA

Director in Wealth Management

Partner

Lydia Walz CFP®

Manager – Wealth Management

Bradley A. Weber CPA

Director in Wealth Management

Partner

Michael Weissman CFP®, CIMA®

Director in Wealth Management

Partner

Regina Wohl CFA®, MBA

Manager in Investment Advisory

Michael Wu CFA®

Director in Investment Advisory