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

Kyle Ray

Sr. Wealth Advisor

Max Rhodes, JD

Sr. Wealth Advisor

Scott Cravens, JD

Sr. Wealth Advisor, Director

Austin Burks, CFA®

Sr. Portfolio Manager

Sam Warner, CFA®

Portfolio Consultant II

Kate Davidson

Sr. Client Service Specialist

Kayti Junell

Client Service Specialist

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