Emma Jones, CFP®, AFC®
Wealth Advisor
Juan (Yago) Samperio Suarez, CFA®, CFP®
Sr. Wealth Advisor
Keith Huber
Managing Partner
Ryan Frankel, CFP®
Principal
Stephen Cheifetz, CFP®, CPA
Sr. Wealth Advisor
Colter Niezgodzki
Client Service Specialist
Jose Garcia
Sr. Client Service Specialist
G. Merrick Estes, Jr.
Managing Partner
Ted Panagiotopoulos
Regional Vice President
Tony Bouton
Regional Vice President

