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
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Chuck Breuch, CFP®

Sr. Wealth Advisor
W. Thomas McNary

W. Thomas McNary, CFP®, CSRIC

Sr. Wealth Advisor, Director
Eric Sirjord - Regional Vice President

Eric Sirjord

Regional Vice President

Jacques Jagr

Regional Sales Associate
Barbara Barreca headshot

Barbara Barreca

Client Service Specialist

Isabel Brewster

Client Service Specialist

Mattijs Ossorio

Client Service Manager, Wealth Path Group

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