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

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Jessica Caruso - Executive Managing Director

Jessica Caruso, CFP®

Executive Managing Partner, West Division
Kamille Morgan Image

Kamille Morgan, FPQP®

Sr. Client Service Specialist
T Thomasson

Tanya Thomasson, CFP®

Sr Director, Client Service – Regis Group & PM

Michael Yang

Sr. Tax Associate

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