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

Josh Davis

Wealth Strategist

Kelsey Holdridge

Client Service Specialist

Madeline Bradley

Sr. Client Service Specialist

Mary Romanak

Client Service Specialist

Tami Leffingwell

Manager, Client Service
Sean Miller - Sr. Director, People Operations

Sean Miller

Sr. Director, People Operations

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