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

Alex Olshanakiy

Financial Planner

Eric Schopf, MBA

Sr. Wealth Advisor

Scott Murphy, MBA

Sr. Wealth Advisor

Jordan Shivery

Client Service Specialist

Kimberly England

Sr. Client Service Specialist

LaShawn Jenkins

Sr. Client Service Specialist

Ready to get started?