Laura Combs, CFP®, MBA
Executive Managing Partner, Head of Women and Wealth
Jim Czirr, CFP®, CFA
Partner
Byron Snider, CFA®
Sr. Wealth Advisor
James Everitt
Sr. Wealth Advisor, Director
Katherine Fincher, MBA, CFP®
Sr. Wealth Advisor
Kelly Palmer, CFP®, ChFC®, CLU®
Sr. Wealth Advisor
Mark Eshman, CAP®
Partner, Endowments and Foundations
Renee McConnell, CRPC
Sr. Wealth Advisor
Andy Cawood
Client Service Specialist
Jose Donayre
Client Service Specialist
Nina Hernandez
Manager, Client Service
Duncan Wilk, CFP®
Regional Vice President
Doug Fabian
Sr. Vice President

