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
Kyle-Ray

Kyle Ray

Sr. Wealth Advisor
Max-Rhodes

Max Rhodes, JD

Sr. Wealth Advisor
Scott-Cravens

Scott Cravens, JD

Sr. Wealth Advisor, Director
Austin-Burks

Austin Burks, CFA®

Sr. Portfolio Manager

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