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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Christopher Blakely, CFP®, CTFA

Wealth Advisor

Christopher Currin

Christopher Currin, CFP®, ChSNC®

Sr. Wealth Strategist

Dallas – Park Cities

Christopher S. Murphy

Christopher S. Murphy, CFP®

Wealth Advisor

Chuck Breuch, CFP®

Sr. Wealth Advisor

CJ Smith

CJ Smith, CFP®, CDFA®

Wealth Advisor

Scottsdale, Albuquerque, Tucson

Clay Evans, CFP®, CAP®

Wealth Advisor

Dallas – Park Cities

Colin Day - Wealth Advisor

Colin Day, CFP®, EA, MBA

Wealth Advisor

Chesterfield, Leawood

Colton Petty, CFP^®

Wealth Advisor

Connor Thomas, CFP®, CSRIC™, CAP®

Wealth Advisor

Dallas – Park Cities

Courtney Mersereau, CFP®

Wealth Advisor

Craig Marrs, CFP®, CIMA®, AIF®

Sr. Wealth Advisor

Dale Hawthorne

Dale Hawthorne

Wealth Advisor

Dana DeLance - Wealth Advisor

Dana DeLance, CFP®

Wealth Advisor

Schaumburg, Chicago

Daniel M. McDermott

Daniel M. McDermott, ChFC®, CFP®, AIF®

Sr. Wealth Advisor

Danny Polyakov, CFP®, EA

Wealth Advisor

Woodland Hills, LA-Century City

Dave Werle, CFP®, CSRIC®

Wealth Advisor

David Carmichael

David Carmichael

Sr. Wealth Advisor, Director

David Haman

David Haman, CFP^®

Sr. Wealth Advisor

New York, Radnor

David Hardenbergh, CFP®

Wealth Advisor

David Rich

David Rich, CFP®

Wealth Advisor

Albuquerque, Scottsdale, Tucson

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