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.

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Joshua Fremit, CFP®

Wealth Advisor

Boulder, Denver, Denver – Greenwood Village

Juan (Yago) Samperio Suarez, CFA®, CFP®

Sr. Wealth Advisor

Boca Raton

Julia Messineo, CFP®, CDFA®

Wealth Advisor

Denver

Julie Albright, CFA, CFP®

Wealth Advisor

Cincinnati, Indianapolis, Pittsburgh

Julie Brown, CRPC®, FPQP®

Wealth Advisor

Ponca City

Justin Shane, CFP®

Sr. Wealth Advisor

Santa Barbara

Kaila Kelleher, CFP®

Wealth Advisor

Lake Placid

Karen Zaramba, CFP®

Sr. Wealth Advisor

Portsmouth

Katherine Fincher, MBA, CFP®

Sr. Wealth Advisor

Sun Valley, Boise – Downtown, Boise, Eagle

Kathi McMahon, CFP®

Wealth Advisor

Coeur d’Alene, Portland, Spokane

Kathryn Beach, CFP®

Wealth Advisor

Asheville

Katy Carr, FPQP™

Wealth Advisor

Portsmouth

Keith Prybylski, AAMS®, AIF®, AWMA®, CPFA®, CRPC®, SE-AWMA®

Wealth Advisor

Atlanta

Kelly Albert, CFP®

Wealth Advisor

Allentown

Kelly Palmer, CFP^®, ChFC^®, CLU^®

Sr. Wealth Advisor

Santa Barbara, Sun Valley

Ken LeBlanc

Sr. Wealth Advisor

Manasquan

Kevin Brady, CFA, CFP®

Sr. Wealth Advisor

Lake Placid

Kevin Russell, CPA, CFP^®, AAMS^®, CRPC^®

Wealth Advisor

Livonia, Traverse City

Kimberly Foss, CFP®, CPWA®

Sr. Wealth Advisor

Roseville

Kira Kinsman, CFP®

Wealth Advisor

Minneapolis

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