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.

Northeast
Midwest
Southeast
Southwest
West

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Chad Staksal

Chad Staskal, CFP®

Sr. Wealth Advisor I
Matthew Hobson

Matthew Hobson

Wealth Advisor I
Suzanne Daniel

Suzanne Daniel, CFP®

Wealth Advisor II
Jake Springer

Jake Springer

Financial Planner II
Christopher Farrens

Christopher Farrens, CPA

Senior Tax Manager
Hans Doorn

Hans Doorn, CPA

Director, Tax Services
Kimberly Brush

Kimberly Brush, EA, LTC

Sr. Tax Support Specialist

Hannah Webster

Client Service Specialist

Miranda Nusbaum

Sr Client Service Specialist
Virginia Cramp

Virginia Cramp

Sr Client Service Specialist

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