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
Marzena Hanekv

Marzena Hanek

Regional Sales Associate

Matt Snyder

Matt Snyder

Regional Sales Associate

Murphy Adriano-Rhodes

Manager, Direct Client Development

Nikki Ivins

Sr. Regional Client Development Associate

Spencer Anderson headshot

Spencer Anderson

Regional Sales Associate

Stacy Reen

Regional Sales Associate

Tyler Schaefer

Tyler Schaefer

Manager, Regional Client Development Associates

Aaron Bauer

Aaron Bauer, CFP®, CSLP®

Sr. Manager, Financial Planning

Adam Stanowick Image

Adam Stanowick, CFP®

Sr Manager, Financial Planning

Alexandra Mendoza

Financial Planner

Alexis Kibbe, CFP®

Financial Planner

Alexis Scott

Alexis Wilkinson

Financial Planner

Amy Boyd, CFP®

Sr. Financial Planner

Andrea McCarthy

Andrea McCarthy

Financial Planner

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