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.

Northeast
Midwest
Southeast
Southwest
West
Chip Workman headshot

Chip Workman, CFP®

Sr. Wealth Advisor, Sr. Director

Jeannette Jones headshot

Jeannette Jones, CFP®

Sr. Wealth Advisor, Director

Leigh Edwards headshot

Leigh Edwards

Client Service Specialist

Marlie Montgomery headshot

Marlie Montgomery

Client Service Specialist

Suzanne Randolph headshot

Suzanne Randolph

Manager, Client Service

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