
Frances Smith, CFP®, CSRIC®
Sr. Wealth Advisor, Director

Karrie Spencer, CFP®
Managing Director

Alexa Willis, CFP®
Wealth Advisor

Frank Piccolo, CFP®, EA
Wealth Advisor

Jesse Haverstock, CFP®
Wealth Advisor

Matt Siegel, CFP®, RICP®
Sr. Wealth Advisor

Paul Meyer
Sr. Wealth Advisor

Tarek McAlee, CFP®
Sr. Wealth Advisor

Thomas Keeney, MBA
Wealth Advisor

Duncan Wilk, CFP®
Regional Vice President

Carrie Beede, CFP®, CDFA®, EA
Sr. Financial Planner

Luke Mazariegos
Financial Planner

David Simpson, CFP®, CFA®
Sr. Investment Strategist

Jaclyn Aragon
Client Service Specialist

Mary Hamshou
Sr. Manager, Client Service

Salem Baqalaql
Client Service Specialist

Sharon Littell
Sr. Client Service Specialist