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
Ed Lettieri

Ed Lettieri

Regional Vice President

Ellie Johnson

Ellie Johnson

Regional Sales Associate

Eric Sirjord

Regional Vice President

Erica Weiser

Regional Vice President

Geoff Nelson

Geoff Nelson, MBA, CFP®

Regional Vice President

Jackie Steczkowski

Regional Sales Associate

John Walker headshot

John Walker

Regional Vice President

Joseph Sorok

Regional Vice President

Kelly Gaur

Kelly Gaur

Regional Vice President

Kevin Meyersburg

Kevin Meyersburg

Regional Vice President

Lisa Goodman

Regional Vice President

Mike Turley headshot

Mike Turley

Regional Vice President

Pablo Fitting

Pablo Fitting

Regional Vice President

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