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Doug Watts, CFP®, ChFC®, CIMA®

Wealth Advisor

Ann Arbor

Drew Harper, CFA^®, CFP^®, CAIA®

Sr. Wealth Advisor

Denver, Denver – Tech Center

Drew Kanaly

Sr. Wealth Advisor

Houston

Duncan MacDougall, CFP®

Wealth Advisor

Emily Messegee, CFP®

Wealth Advisor, Sr. Director

Boulder, Denver, Denver – Tech Center, Frisco

Emma Jones, CFP®

Wealth Advisor

Jacksonville

Eric Anderson, CFP^®

Sr. Wealth Advisor

Nashua, Burlington, Woodbridge

Eric Blase

Wealth Advisor

Indian Wells, San Diego – Sorrento Valley

Eric Frampton, MBA, CFP®

Wealth Advisor

Walnut Creek

Erik Mikkelson, CFP®

Sr. Wealth Advisor

Madison

Erik W. Thurnher, MD

Sr. Wealth Advisor

Newport Beach

Ernest Neeley, MBA, CFP®

Wealth Advisor

Austin, Houston

Ethan Wallace, CFP®

Wealth Advisor

Springfield

Evan Bachman, CFP®, AWMA

Wealth Advisor

Bloomington

Evan Kennedy, CFP®

Wealth Advisor

McLean

Fanny Guo, CFP^®

Sr. Wealth Advisor

Walnut Creek

Frances Hymiller, CFP®

Wealth Advisor

Raleigh

Gabrielle Mollick, CFP®, CSRIC™

Wealth Advisor

Denver, Denver – Tech Center

Garrett Parker, CFP®

Wealth Advisor

Portland

Gary Williams, CFP®

Sr. Wealth Advisor

Houston

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Meet our Advisory Team

Search results for:

Doug Watts, CFP®, ChFC®, CIMA®

Drew Harper, CFA^®, CFP^®, CAIA®

Drew Kanaly

Duncan MacDougall, CFP®

Emily Messegee, CFP®

Emma Jones, CFP®

Eric Anderson, CFP^®

Eric Blase

Eric Frampton, MBA, CFP®

Erik Mikkelson, CFP®

Erik W. Thurnher, MD

Ernest Neeley, MBA, CFP®

Ethan Wallace, CFP®

Evan Bachman, CFP®, AWMA

Evan Kennedy, CFP®

Fanny Guo, CFP^®

Frances Hymiller, CFP®

Gabrielle Mollick, CFP®, CSRIC™

Garrett Parker, CFP®

Gary Williams, CFP®

Ready to get started?

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