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

Devin Cruise MBA, CFP®

Director in Wealth Management

Partner

Helen A. Dietz CFP®

Managing Director in Total Wealth Management

Member of Board of Directors

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®

Partner

Senior Manager in Wealth Management

Andy Hamilton CFP®

Director in Wealth Management

Partner

Tim Harvey CFA®, CFP®

Senior Manager in Wealth Management

Paul Hynes CFP®

Director in Wealth Management

Partner

Lani Kapur CFP®

Director in Wealth Management

Partner

Chris Kazmer CPA, CFP®

Director in Wealth Management

Partner

Ginny King JD

Director in Wealth Management

Partner

Mike King JD

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®

Partner

Senior 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®, 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

Senior Manager in Investment Advisory

Myles D. Rush CFP®, MS

Director in Wealth Management

Partner

Nick Ruzette CFP®

Partner

Senior Manager in Wealth Management

Lina Sanchez ChSNC®, CDFA®

Partner

Senior Manager in Wealth Management

Greg Schick CFP®

Director in Wealth Management

Member of Board of Directors

Partner

Peter Schwartz CIMA®

Director in Wealth Management

Partner

Matthew Sharp CFP®

Director in Wealth Management

Partner

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

Jan Vega CFP®, 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

Senior Manager in Investment Advisory

Michael Wu CFA®

Director in Investment Advisory

Partner