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
Rishi Syal headshot

Rishi Syal

Client Service Specialist

Russ Johnson

Russ Johnson

Client Service Specialist

Sarai Covell

Director, Client Service – Wealth Path & NCSS

S Kirkes

Sydney Kirkes

Manager, Client Service

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