Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Location: Boca Raton

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Chad Slaughter

Chad Slaughter

Sr. Director

Ryan Frankel, CFP®

Wealth Advisor

Sarasota, Boca Raton, Tampa

Scott Weigel, CFP®

Wealth Advisor

Helen Shingler

Helen Shingler

Sr. Manager, Client Service

Asheville, Atlanta, Blairsville, Boca Raton, Macon, Tampa

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