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

Jill Fopiano, CFA, CFP®

Sr. Wealth Advisor II, Sr. Director

Jonathan Smith, CIMA®

Sr. Portfolio Consultant I

Qing Yang, CFA

Sr Portfolio Manager

Ready to get started?