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.

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Alex Miles

Sr. Wealth Advisor

Charlotte

Alexa Willis, CFP®

Wealth Advisor

Bellevue, Ketchum, Portland

Alice McDermott, CFP®

Wealth Advisor

Kahului

Andra Reason, CPA, CFP®

Sr Wealth Advisor, Director

Ames

Andrew Shannon, CFP®

Wealth Advisor

Atlanta

Anna Apodaca, CFP®

Wealth Advisor, Director

Rockwall

Anthony Lugo-Garcia

Wealth Advisor

San Francisco

Art Haws, CPWA®, CFP®

Sr. Wealth Advisor, Director

Franklin

Barry Cohen, CPA, CFP^®, CIMA^®

Sr. Wealth Advisor

Manhasset

Ben Gyulambaryan, CFP®

Wealth Advisor

New York

Ben Rowse, CFP®, CAIA®

Wealth Advisor, Director

Boulder, Denver, Denver – Tech Center, Frisco

Bennet Thonakkara, CPA, CFA^®

Sr. Wealth Advisor, Sr. Director

Nashua, Burlington, Woodbridge

Bernie Salamone, CPA, CFP, JD

Sr. Wealth Advisor

Fairport

Bill Berg, CFA, CFP^®

Sr. Wealth Advisor

Portland

Bill Ennis, CPA/PFS

Sr. Wealth Advisor

Macon

Bill Starnes, CFP®, MST

Sr. Wealth Advisor

Hockessin

Bob Burlinson

Sr. Director, Private Investments

Menlo Park, San Francisco

Brad White, CFP®

Sr. Wealth Advisor, Director

San Diego

Brandon Wissinger, CFP®

Sr. Wealth Advisor

Sorrento Valley

Brent Kerstetter, CFP®, MBA

Sr. Wealth Advisor, Director

Portage

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Meet our Advisory Team

Search results for:

Alex Miles

Alexa Willis, CFP®

Alice McDermott, CFP®

Andra Reason, CPA, CFP®

Andrew Shannon, CFP®

Anna Apodaca, CFP®

Anthony Lugo-Garcia

Art Haws, CPWA®, CFP®

Barry Cohen, CPA, CFP^®, CIMA^®

Ben Gyulambaryan, CFP®

Ben Rowse, CFP®, CAIA®

Bennet Thonakkara, CPA, CFA^®

Bernie Salamone, CPA, CFP, JD

Bill Berg, CFA, CFP^®

Bill Ennis, CPA/PFS

Bill Starnes, CFP®, MST

Bob Burlinson

Brad White, CFP®

Brandon Wissinger, CFP®

Brent Kerstetter, CFP®, MBA

Ready to get started?

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