Meet our Advisory Team

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Sean Heidig, CFP®

Wealth Advisor

Newark

Sean O’Connor, CFP®

RVP, Wealth Advisor

San Diego

Stefani Kohler, CFP^®

Wealth Advisor

Santa Barbara

Stephanie Fernandes, CFP®

Regional Vice President

Houston

Stephen Cheifetz, CFP®, CPA

Sr. Wealth Advisor

Boca Raton

Stephen Crabb, CFP®

Wealth Advisor

Portland, Portland – South

Stephen Donahue

Senior Wealth Manager, Director

Menlo Park, San Francisco

Steve Cordasco

Sr. Wealth Advisor, Director

Naples, Sarasota, Cherry Hill

Steven Crevar, CFP^®

Wealth Advisor

Morristown, New York

Steven J. Deceuninck, CFP^®, CFS^TM

Wealth Advisor

Livonia

Stewart Schrader, CFP®

Wealth Advisor

Woodland Hills

Susan Lehnerd, CFP®

Wealth Advisor

Newark

Susan Portnoi, CPA/PFS

Sr. Wealth Advisor

Morristown, New York

Tammy Wakevainen, CPA, CFP®

Wealth Advisor

Ann Arbor

Tarek McAlee, CFP®

Wealth Advisor

Bellevue

Thomas J. Britt, CFP®, MPAS℠, CIMA®, MBA

Sr. Wealth Advisor

Old Lyme

Thomas Keeney, MBA

Wealth Advisor

Bellevue

Timothy Joseph, CFP®, CPA

Sr. Wealth Advisor

Cherry Hill, Radnor

Todd Sanford

Partner Development Advisor

Tom Herzing, CFP®

Sr. Wealth Advisor

Schaumburg

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Are You Keeping Financial Secrets from Your Spouse?

Meet our Advisory Team

Search results for:

Sean Heidig, CFP®

Sean O’Connor, CFP®

Stefani Kohler, CFP^®

Stephanie Fernandes, CFP®

Stephen Cheifetz, CFP®, CPA

Stephen Crabb, CFP®

Stephen Donahue

Steve Cordasco

Steven Crevar, CFP^®

Steven J. Deceuninck, CFP^®, CFS^TM

Stewart Schrader, CFP®

Susan Lehnerd, CFP®

Susan Portnoi, CPA/PFS

Tammy Wakevainen, CPA, CFP®

Tarek McAlee, CFP®

Thomas J. Britt, CFP®, MPAS℠, CIMA®, MBA

Thomas Keeney, MBA

Timothy Joseph, CFP®, CPA

Todd Sanford

Tom Herzing, CFP®

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