Bennet Thonakkara, CPA, CFA®
Sr. Wealth Advisor, Sr. Director
Eric Anderson, CFP®
Sr. Wealth Advisor
William Stadler
Client Service Specialist
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.
Sr. Wealth Advisor, Sr. Director
Sr. Wealth Advisor
Client Service Specialist
December 17, 2024