
Matt Cook, CFP®, AEP®
Managing Director

David Ventura, CFP®, EA
Wealth Advisor

Jeff Minc, CFP®
Wealth Advisor

Jonathan Mitchell, MBA, CFP®, ChFC®, CPWA®
Sr. Wealth Advisor, Sr. Director

Justin Shane, CFP®
Wealth Advisor

Kelly Palmer, CFP®, ChFC®, CLU®
Sr. Wealth Advisor

Stefani Kohler, CFP®
Wealth Advisor

Yvonne Wood, CFP®
Sr. Wealth Advisor

Jeff Katz
Regional Vice President

Susy Gibo
Sr. Regional Client Development Associate

Adam Stanowick, CFP®
Sr Manager, Financial Planning

John Voralik
Financial Planner

Nathan Cha, CFP®
Financial Planner

Abby Crother
Client Service Specialist

Brittany Doyle
Director, Client Service

Caitlin Smith
Sr. Client Service Specialist

Jade Lamas
Client Service Specialist

Jade Warren
Client Service Specialist

Rishi Syal
Client Service Specialist

Russ Johnson
Client Service Specialist