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

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Ben Kautz, CFP®

Executive Managing Partner, East Division
Kristen Cordell

Kristen Cordell, CPFA®

Wealth Advisor, Retirement Plans

Kelsey Holdridge

Client Service Specialist

Madeline Bradley

Sr. Client Service Specialist

Mary Romanak

Service Operations Associate

Tami Leffingwell

Manager, Client Service

Josh Davis

Wealth Strategist
Sean Miller - Sr. Director, People Operations

Sean Miller

Sr. Director, People Operations

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