Emma Jones, CFP®, AFC®
Wealth Advisor
Keith Huber
Managing Partner
Michael Mikonis, CFP®, RICP®
Wealth Advisor
Ryan Frankel, CFP®
Principal
Lillian Patrikios
Sr. Client Service Specialist
Robert Hendrickson
Sr. Client Service Specialist
Zachary Desjardins
Client Service Specialist
G. Merrick Estes, Jr.
Managing Partner
Anthony Flores
Regional Vice President
Brett Sperin
Sr. Vice President
Nicholas Semko, CFP®, CRPC®, CMFC®
Managing Director, Channel Client Development
Kimberly Maxwell
Associate Vice President

