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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Jack McCloskey, CFP®

Sr. Wealth Advisor

Ann Arbor, Troy

Jacob Gee

Jacob Gee, CFP®

Sr. Wealth Advisor

Jake Meza, CFP®

Wealth Advisor

James Bossieux, CFP®, CIMA

Wealth Advisor

James Everitt

James Everitt

Sr. Wealth Advisor, Director

James Roundy, CFP®, CEPA

Wealth Advisor

Portland – South

James S. Ryan, JD, CFP^®, AIF^®

Sr. Wealth Advisor

James Shanton

James Shanton, CFP®

Sr. Wealth Advisor

Jared Harrington, CFP®

Wealth Advisor

Fort Worth – Colleyville

Jaron D. Carmichael - Director of Retirement Group, Wealth Advisor

Jaron D. Carmichael, CFP®, AIF®, CPA, PFS, CPFA®

Partner, Retirement Plan Group

Scottsdale, Salt Lake City

Jason Halko

Jason Halko, CFP®

Wealth Advisor

Denver, Denver – Greenwood Village

Jason Sobolik

Jason Sobolik, CFP^®

Wealth Advisor

Jeff Bilberry, CFP®

Sr. Wealth Advisor

Branson, Springfield, Leawood

Jeff Giguere, CFP®

Sr. Wealth Advisor

Jeff Kacal, CFP®

Sr. Wealth Advisor

Houston, Sugar Land

Jeff Minc - Wealth Advisor

Jeff Minc, CFP®

Sr. Wealth Advisor

Jeff Smith

Jeff Smith, CFP®

Wealth Advisor

Westerville, Cincinnati, Indianapolis, Pittsburgh

Jeff Witt, CFA®, CFP®, CIPM®

Sr. Wealth Advisor

Indian Wells, San Diego – Sorrento Valley, Bend, Bend – Downtown

Jeffrey Lokken

Jeffrey Lokken, CFP^®

Sr. Wealth Advisor

Onalaska, Minneapolis

Jeffrey Tews

Associate Wealth Advisor

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