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.

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Midwest
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David H. Levy

David H. Levy, MBA, CFP®, AEP®

Sr. Wealth Advisor, Sr. Director
Dale Hawthorne

Dale Hawthorne

Wealth Advisor
Drew Kanaly

Drew Kanaly

Sr. Wealth Advisor
G Williams

Gary Williams, CFP®

Sr. Wealth Advisor
P Ip

Peter Ip, CFP®, CTFA

Sr. Wealth Advisor
Fernandes headshot

Stephanie Fernandes, CFP®

Regional Vice President
Steven Hall

Steven Hall, JD, MBA

Regional Vice President

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