Meet our Advisory Team

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Glen Minton, CFP®

Sr. Vice President

Austin, Houston

Jeff Blum

Regional Vice President

Walnut Creek

Jeff Katz

Regional Vice President

Kahului, Santa Barbara, Woodland Hills

Kristen Comeau

Regional Vice President

Boulder, Denver, Denver – Tech Center, Frisco, Omaha, Cincinnati, Columbus

Lucas Schwaller, CTFA®, CES®

Sr. Vice President

Ames, Ann Arbor, Boulder, Branson, Chesterfield, Denver, Denver – Tech Center, Frisco, Green Bay, Livonia, Onalaska, Schaumburg, Springfield

Adam Deskins, CFP®, ChFC®

Regional Vice President

Adam Lee, CFP®

Sr. Vice President

Atlanta

Andrew Beck, MBA

Sr. Vice President

Walnut Creek

Andrew Thompson

Regional Vice President

Denver

Anthony Koehler, CFP®, MBA

Regional Vice President

Ann Arbor, Livonia, Portage, Traverse City

Bob Kinnie

Regional Vice President

West Hartford, Woodbridge

Brendan Archibald, CFP®

Regional Vice President

Newport Beach, San Diego – Sorrento Valley

Brett Sperin

Regional Vice President

Sarasota, Tampa, Naples

Brian Holmes

Regional Vice President

Brian Oberle

Regional Vice President

McLean

Casey Jensen

Regional Vice President

Casey Shagena

Regional Vice President

Dakota Endres

Associate Regional Vice President

Scottsdale

David Goodman

Regional Vice President

Denver

Dominic Colletti, CFP®

Regional Vice President

Chicago, Green Bay, Schaumburg

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Are You Keeping Financial Secrets from Your Spouse?

Meet our Advisory Team

Search results for:

Glen Minton, CFP®

Jeff Blum

Jeff Katz

Kristen Comeau

Lucas Schwaller, CTFA®, CES®

Adam Deskins, CFP®, ChFC®

Adam Lee, CFP®

Andrew Beck, MBA

Andrew Thompson

Anthony Koehler, CFP®, MBA

Bob Kinnie

Brendan Archibald, CFP®

Brett Sperin

Brian Holmes

Brian Oberle

Casey Jensen

Casey Shagena

Dakota Endres

David Goodman

Dominic Colletti, CFP®

Ready to get started?

Explore More

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