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Geoffrey Franklin, CFP®

Wealth Advisor

Radnor

George Herr, CFP®, RICP®

Wealth Advisor

Livonia, Traverse City

Grace Bossert, CFP®

Wealth Advisor

Chicago, Green Bay, Madison, Schaumburg

Gregg Padilla, CFP®

Sr. Wealth Advisor

Hanna Yesuf

Wealth Advisor

Charlotte

Harrison Fant, CFP®, AIF®

Sr. Wealth Advisor

Atlanta

Heather Ford, CFP®, CPA, CTFA, AEP®

Wealth Advisor

Austin, Houston

Herman Tkach

Wealth Advisor

Chicago

HK Hallett

Sr. Wealth Advisor

Charlotte

Holly Gray, CFP®

Sr. Wealth Advisor

Springfield

Howard A. Kades, MBA

Sr. Wealth Advisor

Berwyn

Ian Aguilar, CFP®

Wealth Advisor

Jacksonville

Ian Freemire, CFP®, EA

Wealth Advisor

Denver, Denver – Tech Center, Frisco

Ian Hamre, CFA®

Sr. Wealth Advisor

Roanoke

Ignatius D’Anna, CFP®, CWS®

Wealth Advisor

Newport Beach

Jack McCloskey, CFP®

Sr. Wealth Advisor, Sr. Director

Ann Arbor

Jackie Schlup Daniels, CFP®, CDFA®, AEP®

Wealth Advisor

Dallas – Park Cities

Jacob Gee, CFP®

Wealth Advisor

Walnut Creek

Jake Meza, CFP®

Wealth Advisor

Bloomington

Jake Wedemeyer

Wealth Advisor

Rockwall

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Meet our Advisory Team

Search results for:

Geoffrey Franklin, CFP®

George Herr, CFP®, RICP®

Grace Bossert, CFP®

Gregg Padilla, CFP®

Hanna Yesuf

Harrison Fant, CFP®, AIF®

Heather Ford, CFP®, CPA, CTFA, AEP®

Herman Tkach

HK Hallett

Holly Gray, CFP®

Howard A. Kades, MBA

Ian Aguilar, CFP®

Ian Freemire, CFP®, EA

Ian Hamre, CFA®

Ignatius D’Anna, CFP®, CWS®

Jack McCloskey, CFP®

Jackie Schlup Daniels, CFP®, CDFA®, AEP®

Jacob Gee, CFP®

Jake Meza, CFP®

Jake Wedemeyer

Ready to get started?

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The Essential Guide To Adoption Tax Credits in 2025

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Tariffs, Trade, and Markets: Insights From Our CIO

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