A Deep Bench of Financial Expertise
Our approach to wealth advisory puts the full strength of our firm at your service.
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Aaron Love, CFP®
Vice President, Client Relationship Manager
Adam Castillo
Vice President, Client Relationship Manager, Team Lead
Adam Osterling, CFP®
Vice President, Wealth Advisor
Adrianne Erickson
Vice President, Client Relationship Manager
Al Mathews, CFP®
Director, Senior Wealth Advisor
Alek Christensen
Vice President, Client Relationship Manager
Alex Angulo
Paraplanner, Advanced Wealth Planning
Alex Kob
Senior Managing Director, Senior Wealth Manager, Market Lead
Alexandra Browne
Senior Managing Director, Chief Development Officer
Alexandra Papell
Vice President, Senior Wealth Manager
Alisa Hidalgo
Executive Assistant
Allie Arvold
Senior Associate, Client Relationship Manager
Alyssa Garcia
Associate, Client Relationship Manager
Alyssa Lecca
Senior Associate, Client Relationship Manager
Alyssa Weinberger, CPA, CFP®
Founding Partner, Chief People Officer, President, Family Office Advisory
Amit Josef, CFP®
Senior Vice President, Senior Wealth Advisor
Amy Burchett
Senior Associate, Client Relationship Manager
Ananya Chandra
Vice President, Portfolio Operations
Andrew Christensen
Senior Associate, Client Relationship Manager
Andrew Hancock, CFP®, ChFC®, CIMA®
Senior Vice President, Senior Wealth Manager
Andrew Ielmini
Senior Vice President, Client Relationship Manager
Andrew Miller, CFA
Vice President, Mergers and Acquisitions
Andrew Stewart, CFA, CAIA
Director, Senior Wealth Advisor
Andrew Theodore
Vice President, Client Relationship Manager, Team Lead
Andrew Wallace
Senior Vice President, Senior Wealth Manager
Andrew Wissell
Senior Vice President, Mergers and Acquisitions
Anish Ramachandran
Managing Director, Investments & Analytics
Anne Kimmell
Office Administrator
Anthony Clay
Vice President, Client Relationship Manager
Arati Shah
Associate, Marketing
Ashish Patel
Vice President, Wealth Advisor
Ashley Barnes
Associate, Advanced Wealth Solutions
Ashley Isordia
Senior Associate, Human Resources
Audrey Dalsass, CFA
Associate, Investments & Analytics
Austin Taylor
Vice President, Client Relationship Manager
Barbara Lommen, CFP®, CDFA®
Senior Vice President, Senior Wealth Advisor
Beck Johnson
Senior Vice President, Senior Wealth Manager
Becky Rang, CPWA®, RMA®
Senior Vice President, Senior Wealth Advisor
Ben Boylston
Associate, Client Relationship Manager
Ben Bruner, CFP®
Vice President, Client Relationship Manager
Ben Finan, CFP®
Senior Vice President, Senior Wealth Advisor
Ben Hamblen
Senior Vice President, Senior Wealth Manager
Ben Klaus
Associate, Client Relationship Manager
Ben Samoylov, CFA
Vice President, Investments & Analytics
Bhavana Shah
Vice President, Finance and Accounting
Bianca Frank
Senior Associate, Salesforce & Systems Specialist
Billy Nail
Vice President, Wealth Advisor
Blair Buick, CFA
Chief Strategy Officer
Bob Renshaw, CFP®
Senior Vice President, Senior Wealth Advisor
Bradley Barthelmes
Senior Vice President, Mergers and Acquisitions
Bradley Kaufman
Vice President, Client Relationship Manager
Brandon Denihan
Director, Senior Wealth Advisor
Brandon Heicklen, AIF®, CRPC®
Senior Vice President, Senior Wealth Manager
Brandon Nie
Senior Vice President, Senior Wealth Advisor
Brayton Schmidt
Senior Associate, Client Relationship Manager
Brendan Van Cleve
Managing Director, Senior Wealth Manager
Brennan Fontana
Senior Vice President, Advisor-Client Matchmaking
Brent Coughenour
Senior Vice President, Senior Wealth Manager
Brian Appel, CFP®, ChFC®
Director, Senior Wealth Advisor, Market Lead
Brian Blackwell, CFP®, RICP®, ChFC®, CDAA™
Senior Vice President, Senior Wealth Manager
Brian Estep, CFP®, CIMA®, AIF®
Vice President, Senior Wealth Manager
Brian Griffiths, CFP®
Vice President, Senior Wealth Manager
Brian Haloossim
President
Brian Leadley, CFA, CPA
Managing Director, Senior Wealth Advisor
Brian Reisner
Senior Vice President, Senior Wealth Manager
Brianne Petrocelli
Associate, Client Relationship Manager
Brooke Napiwocki, CFP®
Director, Senior Wealth Manager
Brooklyn Griffin, CFP®
Senior Vice President, Senior Wealth Manager
Bryce Bednorz
Senior Vice President, Senior Wealth Advisor
Candice Richardson, CFA, CAIA
Senior Vice President, Investments & Analytics
Cara Fahy
Vice President, Marketing
Carlos Arroyo
Senior Associate, Client Relationship Manager
Carly Jannone
Senior Associate, Client Relationship Manager
Carol Lens, CFP®, CPWA®
Senior Vice President, Senior Wealth Manager
Catherine Censor
Senior Vice President, Marketing Strategist
Channing Smith, CFA
Managing Director, Senior Wealth Advisor
Charles Faulhaber, CFP®, CLU®, ChFC®, CASL®, RICP®
Senior Vice President, Senior Wealth Manager
Chase Robinson
Vice President, Client Relationship Manager
Chelsea O’Hara
Senior Vice President, Advisor Programs Manager
Chelsea Valentine
Vice President, Investment Operations
Chris DeSalvo
Associate, Trading
Chris Nolan
Vice President, Senior Wealth Manager
Chris Peterson
Senior Vice President, Senior Wealth Manager
Chris Stewart
Senior Associate, Client Relationship Manager
Christian Martinez, CFP®
Senior Vice President, Senior Wealth Manager
Christian Tiscareno
Vice President, Wealth Advisor
Christina O’Brien
Senior Associate, Client Relationship Manager
Cida Brewster
Director, Head of Integration
Cindy Knowlton, CFA
Senior Vice President, Market Leader
Cody Ambrogi
Vice President, Client Relationship Manager
Cole Garvey
Associate, Client Relationship Manager
Colin Grover, CFP®
Director, Senior Wealth Manager
Colleen Kelly
Managing Director, Senior Wealth Advisor, Team Lead
Conner Dabish
Vice President, Client Relationship Manager
Conrad Hindert
Director, National Advisory Practice Management
Corrina Olson, CFP®
Director, Senior Wealth Advisor
Courtney Blum
Senior Vice President, Senior Wealth Advisor
Dalton Downer
Vice President, Client Relationship Manager, Integration Lead
Dani Comart
Managing Director, Senior Wealth Manager
Daniel Brown
Associate, Client Relationship Manager
Daniella Amore, CFP®
Vice President, Senior Wealth Manager
Danny Leong, CFP®
Senior Vice President, Senior Wealth Manager
Danny Reardon
Vice President, Client Relationship Manager, Team Lead
Danny Weitzman, CFP®
Senior Vice President, Senior Wealth Manager
Darien Fong
Vice President, Data Analytics
David Daughtrey, CFA, CFP®
Managing Director, Senior Wealth Advisor
David Douglas
Vice President, Client Relationship Manager
David Ford
Director, Human Resources and Talent
David Haddad
Senior Vice President, Senior Wealth Manager
David Lipsey
Senior Vice President, Fixed Income Portfolio Manager
David Lundquist
Managing Director, Senior Wealth Manager
Davis Bell
Vice President, Client Relationship Manager
Debbie Babbush
Vice President, Senior Marketing Manager
Denis Nock
Vice President, Research & Investments
Derek Dombrosky
Vice President, Risk and Investments
Derek Tam, CFP®
Senior Vice President, Senior Wealth Advisor
Dhilan Patel
Senior Associate, Investment Operations, Alternatives
Dillon Gracey, CFP®
Director, Senior Wealth Advisor
Dominik Elmasian
Senior Vice President, Senior Wealth Manager
Dylan Fagundes
Associate, Client Relationship Manager
Dylan Williams
Senior Vice President, Senior Wealth Manager
Edward Comerford
Associate, Client Relationship Manager
Edward J. Gueits II
Senior Vice President, Senior Wealth Manager
Elena Ro
Chief Compliance Officer and Special Counsel
Elias Kaplan, CFP®
Vice President, Client Relationship Manager
Emily Kruthoff
Senior Vice President, Senior Portfolio Strategist
Emily Wilhelm
Senior Associate, Human Resources
Eric Conner
Senior Vice President, Senior Wealth Manager
Eric Furstner, CFP®, CLU®,ChFC®
Director, Senior Wealth Advisor
Eric Sagadin, CFP®
Director, Senior Wealth Advisor
Eric Taslitz
Managing Director, Senior Wealth Advisor
Erica Ghotra, CRPC®, CRPS®
Managing Director, Senior Wealth Advisor
Erick Newton, CFP®
Managing Director, Senior Wealth Advisor
Erik Clemente
Vice President, Wealth Advisor
Esther Hong
Associate, Client Relationship Manager
Ethan Kravitz
Vice President, Digital Transformation
Evan Levy, JD, CEP®
Managing Director, Senior Wealth Manager
Evan Menendez
Associate, Client Relationship Manager
Fatima Adam
Vice President, Accounting and Accounts Payable Manager
Felicia House
Associate, Client Relationship Manager
Ford Van Winkle
Vice President, Senior Wealth Manager
Gaetano Sacco, RICP®
Senior Vice President, Senior Wealth Advisor
Garrett Dederichs
Senior Associate, Client Relationship Manager
Garrett Gabriel
Senior Vice President, Client Relationship Manager
Gavin Stellpflug
Vice President, Wealth Advisor
Georgia Moser
Senior Associate, Client Relationship Manager
Gerardo Martinez
Director, Compliance
Giampaolo Sacco
Analyst, Investments & Analytics
Giancarlo Arboleda
Associate, Client Relationship Manager
Gillian Yee
Senior Associate, Client Relationship Manager
Gina Sanchez
Chief Market Strategist, Chantico Global
Graham Foltz
Vice President, Client Relationship Manager
Grant Vahalla, CFP®
Director, Senior Wealth Manager
Greg Kushner, CPA*
Founder, Chairman
Greg Robitshek, CFA
Senior Vice President, Senior Wealth Manager
Greg Satz
Managing Director, Senior Wealth Advisor
Gretchen Zierolf, CFP®
Managing Director, Senior Wealth Advisor
Griffin Morgan, CFP®
Vice President, Client Relationship Manager
Gunit Bedi
Vice President, Client Relationship Manager
Heather Watson
Vice President, Compliance
Henry Chaussée, CFP®
Vice President, Wealth Advisor
Henry Hagenbuch
Senior Managing Director, Mergers and Acquisitions
Henry Herrill, AWMA®
Senior Vice President, Senior Wealth Manager
Howard Spielberg
Senior Vice President, Senior Wealth Advisor
J. Zachary Monsma
Senior Vice President, Senior Wealth Advisor
Jack Bergon
Vice President, Client Relationship Manager
Jack Kirby
Vice President, Client Relationship Manager
Jack McDonald
Vice President, Trading
Jack Weinstein
Director, Senior Wealth Manager
Jack Wildgoose
Vice President, Client Relationship Manager
Jackie Guthrie
Vice President, Integration
Jacob Loosle, CFP®
Senior Vice President, Senior Wealth Manager
Jacob Shoemaker
Associate, Client Relationship Manager
Jake Eggett, CFP®
Managing Director, Senior Wealth Advisor
Jake Jablonski
Senior Vice President, Senior Wealth Manager
James Savage
Director, Senior Wealth Manager
Janice Osugi, CFA
Senior Vice President, Senior Portfolio Strategist
Jared Clark
Senior Associate, Finance and Accounting
Jarett Karp
Senior Associate, Client Relationship Manager
Jaron Wagner, CFP®
Vice President, Senior Wealth Advisor
Jason Blumberg
Senior Managing Director, Senior Wealth Advisor, Market Lead
Jason Lee
Senior Vice President, Senior Wealth Advisor
Jason Ozur, CPA*
Founding Partner, Chief Executive Officer
Jason P. Lee
Chief Legal Officer
Javi Jimenez, CFP®
Senior Vice President, Senior Wealth Advisor
Jeff Christie
Managing Director, Senior Wealth Manager
Jeff Garden, CFA, CQF
Senior Managing Director, Chief Investment Officer
Jeffrey Bjornson
Senior Vice President, Advanced Wealth Planning
Jeffrey Dingle
Associate, Client Relationship Manager
Jeffrey Kaufmann
Managing Director, Senior Wealth Manager
Jeffrey Westheimer, JD
Founding Partner, Senior Managing Director
Jennifer Betbadal
Senior Vice President, Senior Wealth Advisor
Jennifer R. Elmenhurst
Executive Vice President, Enterprise Trust Company
Jenny Gapinski
Office Administrator
Jenny Muntner
Vice President, Client Relationship Manager
Jenny Napoli
Senior Associate, Compliance
Jerrod Foster, CFA, CFP®
Senior Vice President, Senior Wealth Manager
Jerry Nigro
Director, Senior Wealth Manager
Jessica Fino
Senior Vice President, Senior Wealth Manager
Jessica Vongsaphay
Senior Associate, Client Relationship Manager
Jimmy Diehl, CFBS, CLTC®, RICP®, AIF®, ABFP™
Senior Vice President, Senior Wealth Advisor
Joe Kuepper
Vice President, Operations
Joe Romeo, CFP®
Senior Vice President, Senior Wealth Manager
Joel Van Buren, CFP®
Vice President, Client Relationship Manager
Joey Letrich
Vice President, Wealth Advisor
John A. Barnes
Vice President, Client Relationship Manager
John Bute, CPA
Senior Managing Director, Advanced Wealth Planning
John Derry
Vice President, Client Relationship Manager
John Doyle
Senior Vice President, Corporate Real Estate Project Manager
John Genung
Associate, Client Relationship Manager
John Hedrick, CFA
Director, Alternative Investments and Manager Research
John J. Hastings
Managing Director, Senior Wealth Advisor
John McInerney, CFP®
Director, Senior Wealth Manager
John T. Kennedy III
Managing Director, Senior Wealth Advisor
Jon Bensemann
Senior Associate, Client Reporting
Jon Milner
Vice President, Client Relationship Manager
Jon Morgan
Managing Director, Senior Wealth Advisor
Jon Segrist
Vice President, Finance and Accounting
Jon Teran, CFP®
Managing Director, Senior Wealth Manager
Jonathan Jewitt, CFA
Managing Director, Senior Wealth Manager
Jonny Padrnos
Senior Associate, Client Relationship Manager
Jordan Greenhouse
Senior Managing Director, Chief Growth Officer
Jordan Hunt, CFA
Vice President, Portfolio Operations
Jordan Kunz, CFA, CFP®, CSRIC™
Senior Vice President, Senior Wealth Manager
Jordan Mersky
Senior Associate, Family Office Advisory
Joseph Crowley, CFP®
Director, Senior Wealth Advisor
Josh Shneyder
Associate, Options Trading Analyst
Joshua Miller, CFP®
Director, Senior Wealth Advisor
Julie Lively
Senior Associate, Client Relationship Manager
Julie Milla
Senior Vice President, Senior Wealth Advisor
Julie Schenkel
Senior Associate, Client Relationship Manager
Justin Barish
Chief Marketing and Digital Officer
Justin Cho, CFP®, BFA™
Senior Vice President, Senior Wealth Manager
Justin Morr
Vice President, Senior Corporate Recruiter
Justin Walsh, CFP®
Vice President, Client Relationship Manager
Jyn Costlow
Senior Associate, Client Reporting
Katherine Valdez
Vice President, Legal and Compliance
Katherine Wohlt
Senior Vice President, Client Relationship Manager
Katrina King-Andris
Executive Assistant
Kayla Cross
Vice President, Client Relationship Manager, Team Lead
Kayla Kaltenecker, CFP®
Director, Chief of Staff, Investment Management Department
Kayla Schneider, CFA, CFP®
Senior Vice President, Senior Wealth Manager
Kegan Bray
Senior Vice President, Growth Practice Management
Keith Andreasen, CFP®
Vice President, Client Relationship Manager
Kelly Arrillaga
Managing Director, Enterprise Trust and Family Solutions
Kelly Handschumacher
Senior Vice President, Legal and Compliance
Kelly Oliver, CFP®
Senior Vice President, Senior Wealth Manager
Ken Stern, CFP®
Founding Partner, Co-Chief Executive Officer
Keri Kutakoff, ChFC®
Director, Growth Practice Management
Kevin Maldonado
Vice President, Client Relationship Manager
Kevin McVeigh, CFA
Managing Director, Senior Wealth Advisor
Kevin Nguyen
Associate, Trading
Kirk Malcolm
Associate, Business Development
Kirstie Hunt
Senior Associate, Client Relationship Manager
Kyle Brockbank, CPA®
Vice President, Wealth Advisor
Kyle Cross
Director, Senior Wealth Manager
Lacie Ponce
Vice President, Human Resources
Landen Silbowitz
Associate, Client Relationship Manager
Landon Thompson, CFA
Vice President, Alternative Investments
LaShondra Smith
Associate, Client Relationship Manager
Laura Braverman
Director, Senior Wealth Manager
Laura Brown
Senior Vice President, Advanced Wealth Solutions
Lee Allen
Senior Associate, Client Relationship Manager
Leigh Amery
Corporate Controller
Lewis Shore
Managing Director, Senior Wealth Advisor
Lorrie White
Senior Associate, Client Relationship Manager
Louis Flamino
Managing Director, Senior Wealth Manager, Market Lead
Louis Kim
Senior Vice President, Senior Wealth Advisor
Luisa de Vogel
Senior Associate, Integration
Luka Waage
Associate, Private Wealth Management
Luke Bender
Senior Associate, Client Relationship Manager
Luke Daniel, CFP®
Managing Director, Senior Wealth Advisor
Luke Foukas
Vice President, Wealth Advisor
Mackenzie Halfhide, IACCP®
Senior Associate, Compliance
Maher Askary
Senior Vice President, Senior Wealth Manager
Marc Rebboah
President, Enterprise Trust Company
Marc Rock
Managing Director, Senior Wealth Advisor
Margaret McCulloch
Executive Vice President, Enterprise Trust Company
Maria Elena Rubino
Senior Vice President, Senior Wealth Manager
Marie Dudrey
Vice President, Client Relationship Manager
Marya Young
Managing Director, Senior Wealth Advisor
Mas Haroian
Director, Investment Operations
Matt Altman
Senior Vice President, Advanced Wealth Solutions
Matt Krull, CFP®
Director, Investments & Analytics
Matt Kulka, CFP®
Vice President, Client Relationship Manager
Matthew D’Attilio, CFA
Senior Managing Director, Senior Wealth Advisor
Matthew Leddy
Associate, Client Relationship Manager
Matthew McCullough
Associate, Trading
Matthew Meenan
Senior Associate, Client Relationship Manager
Matthew Sealy
Vice President, Client Relationship Manager
Max Mahr
Wealth Advisor
Meagan D’Angelo, CFP®
Senior Managing Director, Senior Wealth Advisor
Melinda McHugh, CFP®
Executive Vice President, Advanced Wealth Planning
Michael Benevento
Senior Vice President, Senior Wealth Advisor
Michael Davis, CFP®
Vice President, Client Relationship Manager
Michael Karsa
Senior Managing Director, President, Midwest & Arizona
Michael Lindeman, AAMS®
Vice President, Client Relationship Manager
Michael McMullin
Vice President, Client Relationship Manager
Michael Muchnikoff, CFP®
Vice President, Senior Wealth Manager
Michael Pitman
Senior Associate, Client Relationship Manager
Michael Reid, CFA
Managing Director, Senior Wealth Advisor
Michelle Lanzi
Senior Associate, Client Relationship Manager
Michelle Miller
Client Events Coordinator
Mina Sadoon
Associate, Client Relationship Manager
Mitchell Fedders
Senior Paraplanner, Advanced Wealth Planning
Moira Roth
Vice President, Client Relationship Manager, Team Lead
Morwenna Borden
Director, Advanced Wealth Solutions
Myra Alport, AFC®
Vice President, Client Relationship Manager
Natalie Stover
Senior Associate, Client Relationship Manager
Nathan Feld
Senior Vice President, Senior Wealth Manager
Nathan Stagg
Vice President, Client Relationship Manager
Ned Downes, CFA
Senior Vice President, Finance and Accounting
Nicholas Doddo
Senior Vice President, Senior Wealth Advisor
Nicholas Hixon, CFP®
Vice President, Client Relationship Manager
Nicholas Sturgis
Senior Vice President, Senior Wealth Manager
Nicki Green, CFP®
Senior Associate, Advanced Wealth Planning
Nikki Farrell
Senior Associate, Enterprise Trust Company
Nilaab Ahmadi
Associate, Operations Analyst
Nils Dillon, CIPM
Director, Portfolio Strategy and Alternative Investments
Noah Melquist, CFP®
Vice President, Client Relationship Manager
Nolan Dietel, CFP®
Vice President, Client Relationship Manager
Nour Daoud
Director, Alternative Investments
Olivia Zaiya, CFP®
Managing Director, Advanced Wealth Solutions
Paris Rodriguez
Director, Co-head, Client Relationship Management
Patrick Savage
Senior Vice President, Senior Wealth Manager
Paul Anello
Director, Senior Wealth Manager
Paul Knipping, CFA
Senior Vice President, Senior Wealth Manager
Paul Ryan
Managing Director, Trading
Paul Zimin
Vice President, Senior Wealth Advisor
Peter Lee, CFA
Director, Investments & Analytics
Peter Morimoto
Managing Director, Senior Wealth Advisor
Philip Houchin
Senior Vice President, Senior Wealth Advisor
Pravin Bhagwat
Director, Digital Transformation
Ramsey Andrijevich, CFP®
Vice President, Senior Wealth Manager
Richa Chugh
Associate, Client Relationship Manager
Rick Le
Senior Vice President, Senior Wealth Advisor
Rick Rosenthal
Senior Vice President, Senior Wealth Manager
Robbie Lawton
Associate, Client Relationship Manager
Robert Barnes, CFA, CFP®
Senior Vice President, Senior Wealth Manager
Robert Klotz
Vice President, Corporate Real Estate Project Manager
Robert Marton, CFP®, CIMA®
Senior Managing Director, Senior Wealth Advisor
Roberto Paredes
President, National Strategic Relationships
Robin Hammetter
Associate, Client Relationship Manager
Robyn Watkins
Chief of Staff and Executive Assistant to the President
Rose Feliciano
Office Administrator
Rosie Nguyen
Vice President, Alternative Investments
Roy Elliott
Managing Director, Senior Wealth Manager
Ruben Lusinyants
Chief Technology Officer
Ryan Albright
Associate, Quantitative Analyst
Ryan Cosgrove, CRPC®
Senior Vice President, Senior Wealth Advisor
Ryan Cruz
Senior Vice President, Corporate Marketing Strategist
Ryan Erlanger
Vice President, Wealth Advisor
Ryan O’Connell
Director, Head of Client Reporting
Ryan Pittman
Senior Associate, Advanced Wealth Planning
Ryer Baldridge
Vice President, Client Relationship Manager
Sagar Sheth
Senior Vice President, Senior Wealth Advisor
Sam Hoeck, CFA
Senior Vice President, Senior Wealth Manager
Samuel Richman
Senior Vice President, Senior Wealth Advisor
Sanjeev Sardana
Managing Director, Senior Wealth Advisor
Sara Mantz
Senior Associate, Marketing
Scott Berman, CRPC®
Director, Senior Wealth Manager
Scott Bird
Managing Director, Senior Wealth Advisor
Scott Brokaw
Senior Managing Director, Senior Wealth Advisor
Scott Duncanson
Director, Senior Wealth Advisor
Scott Poelman
Managing Director, Senior Wealth Advisor
Scott Silver
Managing Director, Senior Wealth Advisor
Sean Jones
Vice President, Client Relationship Manager, Team Lead
Sergio Dueñas, CFA
Senior Vice President, Investments & Analytics
Shane Sawyer Jones
Senior Vice President, Co-head, Client Relationship Management
Shannon Girnun
Associate, Client Relationship Manager
Shannon Sahli
Business Strategy Manager
Sharon Scarpa
Senior Vice President, Client Relationship Manager
Shawn Moran
Senior Managing Director, Senior Wealth Advisor, Market Lead
Shelby Seivert
Senior Associate, Client Relationship Manager
Sheri Nitsch
Senior Associate, Client Relationship Manager
Sierra Argyle, CFP®
Director, Senior Wealth Manager
Staci Graves
Executive Assistant
Stacy Beattie
Chief Operating Officer
Stasia Washington
Managing Director, Senior Wealth Manager
Stephen Portnoy
Vice President, Client Relationship Manager
Stephen Zhou, RICP®
Vice President, Wealth Advisor
Sterling Hopkins
Senior Associate, Client Relationship Manager
Steve Ralff, CFA
Vice President, Wealth Advisor
Steve Stein
Senior Associate, Client Relationship Manager
Stuart Chaussée
Managing Director, Senior Wealth Advisor
Stuart Katz, JD
President, Private Wealth Management
Tariq Maiden
Vice President, Client Relationship Manager
Taylor Daniel
Associate, Marketing
Thomas Bartling, CFP®
Vice President, Advanced Wealth Planning
Thomas Mirth, CFP®
Vice President, Client Relationship Manager
Thomas Petrocelli
Vice President, Regional Portfolio Strategist
Thomas Ryan
Associate, Trading
Tim Johnson, CFP®
Vice President, Wealth Advisor
Tim Mergenthal
Managing Director, Mergers and Acquisitions
Tim Walsh, CLTC®
Vice President, Wealth Advisor
Todd Krieg, JD, CFA
Senior Managing Director, Senior Wealth Advisor
Tom McDonnell, CFP®, CRPC®, CRPS®
Senior Vice President, Senior Wealth Manager
Tony Chartrey
Director, Senior Wealth Advisor
Tracy Wright
Senior Vice President, Client Relationship Manager
Trent Jordan
Vice President, Client Relationship Manager
Trevor Guenther
Senior Associate, Client Relationship Manager
Trevor Larsen
Associate, Portfolio Strategist
Tristan Bishop
Senior Associate, Advanced Wealth Planning
Troy Jones
Executive Vice President, Senior Portfolio Manager
Tyler Haner
Senior Associate, Client Relationship Manager
Tyler Olsen, CFP®, CPA®
Managing Director, Senior Wealth Advisor
Tyler Tevich
Senior Vice President, Senior Wealth Manager
Valerie Tanner
Senior Associate, Client Relationship Manager
Vekevia Tillman-Jones
Vice President, Advanced Wealth Planning
Victor Isidro
Senior Associate, Client Relationship Manager
Viktoria Falus, CFP®, EA*
Senior Vice President, Senior Wealth Manager
Vincent Bonavia
Senior Vice President, Senior Wealth Manager
Virginia Aaron
Senior Vice President, Senior Wealth Manager
Walker Williams
Chief Market Strategist, Private Wealth Management
Warren Baker, CFA
Director, Senior Wealth Manager
Wes Yamada
Director, Senior Wealth Advisor
Will Dixon
Senior Vice President, Client Relationship Manager
Will Leathers
Vice President, Client Relationship Manager
William Coughlan
Director, LTax Consulting
Xavier Frank
Senior Vice President, Legal Counsel
Yianni Haralambous, JD, CFP®, MTWM
Director, Head of Advanced Wealth Planning
Zack Schneider
Vice President, Client Relationship Manager
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