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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Katherine Fincher - Sr. Wealth Advisor

Katherine Fincher, MBA, CFP®

Sr. Wealth Advisor

Sun Valley, Boise – Downtown

Kathi McMahon, CFP®

Wealth Advisor

Coeur d’Alene, Portland, Spokane

Kathryn Beach, CFP®

Wealth Advisor

Keenan Stout, CFP®

Wealth Advisor, Director

Keith-Embree

Keith Embree, CFP®

Wealth Advisor

Kelly Albert, CFP®

Wealth Advisor

Kelly Palmer

Kelly Palmer, CFP^®, ChFC^®, CLU^®

Sr. Wealth Advisor

Kent Davis

Wealth Advisor

Kevin Russell

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

Wealth Advisor

Livonia, Traverse City

Kimberly Foss, CFP®, CPWA®

Sr. Wealth Advisor

Kristen Cordell

Kristen Cordell, CPFA®

Wealth Advisor, Retirement Plans

Kseniya Ribeiro

Kseniya Ribeiro, CFP®

Wealth Advisor

San Diego – Sorrento Valley

Kyle Dodrill, CFP®, APMA™

Wealth Advisor

Portland, Portland – South

Kyle Nadler

Sr. Wealth Advisor

Kyle-Ray

Kyle Ray

Sr. Wealth Advisor

L Rowley

Laura Rowley, CFP^®, CTFA

Sr. Wealth Advisor

Austin, Houston

Lauren Higgins, CFP®, CIMA®

Sr. Wealth Advisor I

Boston – West

Lauren Kaniuk

Lauren Kaniuk, CFP®

Wealth Advisor

West Des Moines

Lauren Rosberg Photo

Lauren Rosberg, CFP®, CRPC®, CDFA®, AEP®

Wealth Advisor

Schaumburg, Chicago

Lawrence Solomon

Lawrence Solomon, MBA, CFP^®

Sr. Wealth Advisor

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