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Patrick Lee, CFP®

Wealth Advisor

Newport Beach

Patrick T. Moore, MBA

Wealth Advisor

Bartlesville

Paul Baumbach, CFP®, CFA™

Sr. Wealth Advisor

Newark

Paul C. Barbehenn, CFA®, CFP®

Sr. Wealth Advisor

Allentown

Paul Oliva

Sr. Wealth Advisor, Sr. Director

New York

Peter Gifford

Senior Wealth Manager, Director

Menlo Park, San Francisco

Peter Ip, CFP®, CTFA

Sr. Wealth Advisor

Houston

Phillip Swenson, CFP®

Wealth Advisor

Walnut Creek

R. Andrew Nurse, MBA, CFP®, CPFA®

Wealth Advisor

Franklin

Rafael Arellano, CFP^®

Wealth Advisor

Morristown, New York

Randy Von Fumetti

Sr. Wealth Advisor

West Des Moines

Rebekah Burns, MS, CFP®, ChFC®, CDFA®

Wealth Advisor

Austin, Houston

Renée Egelski, CFP^®

Wealth Advisor

Livonia, Traverse City

Renée Pichette, CFP®

Wealth Advisor

Boulder

Rich Davtyan, CFP^®

Wealth Advisor

Woodland Hills

Richard Brad Mundy, CFP®, CPA

Sr. Wealth Advisor

Atlanta

Richard Goldstein, CPA, CIMA®, MS

Sr. Wealth Advisor, Director

Walnut Creek

Richard W. Stout III, CFP®, AIF®, MPAS™, MBA

Sr. Wealth Advisor

Old Lyme

Rick Gibson, CFP®

Wealth Advisor

McLean

Rick Henderson, CFP®, AIF®

Sr. Wealth Advisor

Atlanta

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Meet our Advisory Team

Search results for:

Patrick Lee, CFP®

Patrick T. Moore, MBA

Paul Baumbach, CFP®, CFA™

Paul C. Barbehenn, CFA®, CFP®

Paul Oliva

Peter Gifford

Peter Ip, CFP®, CTFA

Phillip Swenson, CFP®

R. Andrew Nurse, MBA, CFP®, CPFA®

Rafael Arellano, CFP^®

Randy Von Fumetti

Rebekah Burns, MS, CFP®, ChFC®, CDFA®

Renée Egelski, CFP^®

Renée Pichette, CFP®

Rich Davtyan, CFP^®

Richard Brad Mundy, CFP®, CPA

Richard Goldstein, CPA, CIMA®, MS

Richard W. Stout III, CFP®, AIF®, MPAS™, MBA

Rick Gibson, CFP®

Rick Henderson, CFP®, AIF®

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The Essential Guide To Adoption Tax Credits in 2025

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