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.

Search results for:

Role: Executives

Clear All Filters

Chip Workman, CFP®

Sr. Wealth Advisor, Sr. Director

Cincinnati, Columbus, Louisville, Lexington, Memphis, Gallatin, Franklin

Christopher Anderson

Chris Anderson

Client Service Specialist

Chris-Gomez

Chris Gomez, CFP®

Wealth Advisor

LA-Century City

Chris Kalafatis

Chris Kalafatis

Chris Lang

Client Service Specialist

Chris Paolantonio, CFA®, CFP®

Wealth Advisor

Indian Wells, San Diego – Sorrento Valley

Chris Saccomanno - Wealth Advisor

Chris Saccomanno, CFP®

Wealth Advisor

Chris Young, CFP®, CPWA®, AEP®

Sr. Wealth Advisor

Dallas – Park Cities

Christina Crawford - Client Service Specialist

Christina Crawford

Client Service Specialist

Christina Hung, CFP®

Sr. Wealth Advisor

Chris Sheldon

Christina Sheldon

Client Service Specialist

Christina Slavonik

Christina Slavonik, CFP®, CSLP

Sr. Financial Planner

Christopher Blackmon

Christopher Blackmon

Managing Director

Christopher Blakely, CFP®, CTFA

Wealth Advisor

Christopher Currin

Christopher Currin, CFP®, ChSNC®

Sr. Wealth Strategist

Dallas – Park Cities

Christopher Farrens

Christopher Farrens, CPA

Senior Tax Manager

Christopher Johnson

Vice President, FP&A

Christopher S. Murphy

Christopher S. Murphy, CFP®

Wealth Advisor

Christopher Sporer

Regional Vice President

Christopher Varney

Christopher Varney, JD

Estate Planning Strategist

Ready to get started?

Explore More

A couple talking with their advisor about HSA funds

Insights

HSAs as an Investment Tool: What To Consider During Open Enrollment

October 16, 2025

Insights

Smart Tax Strategies for Investors: Capital Gains and Tax Loss Harvesting Explained

October 15, 2025

Insights

What To Do When Your IPO Lockup Expires

October 10, 2025

Continue Browsing