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
Nick LoCicero headshot

Nick LoCicero

Financial Planner

Parker Landolf

Financial Planner

Alex Murphy headshot

Alex Murphy

Client Service Specialist

Austin Jamati headshot

Austin Jamati, CPA

Client Service Specialist

E Sanchez

Elisha Sanchez, MBA

Lead Client Service Specialist

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Faisal Ahmed

Client Service Specialist

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Jann Leonard

Manager, Client Service

Josie Gonzalez Solorio

Client Service Specialist

Laurel Portman headshot

Laurel Portman

Client Service Specialist

Melody Manzanedo

Manager, Client Service

Michelle Ottoboni

Client Service Specialist

Naeshia Mota

Naeshia Mota

Manager, National Client Service Specialist

Owen Good headshot

Owen Good

Client Service Specialist

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Stephen Morris

Client Service Specialist

T Thomasson

Tanya Thomasson, CFP®

Director, Client Service – UHNW & Private Markets

Tess Gold headshot

Tess Gold

Sr. M&A Comp Analyst

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Vimal Ramchandani

Client Service Specialist

Wendy Reeves, WMS℠

Sr. Client Service Specialist

T Kallas

Tim Kallas

SVP, Channel Sales

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