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

Amanda Reed

Sr. Manager, Client Service

Devin DeStefano

Sr. Director, Client Relationship Expansion
Manasa Konduri

Manasa Konduri

Client Service Specialist
Susan Feiste headshot

Susan Feiste

National Sr. Client Service Specialist

Ready to get started?