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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Jonah Tinajero, CFP®

Wealth Advisor

Jonas Noack Image

Jonas Noack, CFA®, CFP®

Wealth Advisor

Indian Wells, San Diego, San Diego – Sorrento Valley

Jonathan Wilson, CFP®, EA

Sr. Wealth Advisor

Jordan-Dean

Jordan Dean, CTFA

Wealth Advisor

José Castañeda, CFP®

Wealth Advisor

Joseph D. McIntosh - Sr. Wealth Advisor

Joseph D. McIntosh, CPA

Sr. Wealth Advisor

Fort Worth – Colleyville

Joseph McCarthy, CFP®, ChFC

Wealth Advisor

Washington, DC, Hunt Valley, McLean, Owings Mills

Josh Broadhurst

Josh Broadhurst, CFP®

Wealth Advisor

Joshua Fremit, CFP®

Wealth Advisor

Boulder, Denver, Denver – Greenwood Village

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

Sr. Wealth Advisor

Julia Messineo

Julia Messineo, CFP®, CDFA®

Wealth Advisor

Julie-Albright

Julie Albright, CFA, CFP®

Wealth Advisor

Cincinnati, Indianapolis, Pittsburgh

Julie Brown, CRPC®, FPQP®

Wealth Advisor

Justin Shane, CFP®

Sr. Wealth Advisor

Kaila Kelleher, CFP®

Wealth Advisor

Karen Zaramba, CFP®

Sr. Wealth Advisor

Katherine Fincher - Sr. Wealth Advisor

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

Katy Carr

Associate Wealth Advisor

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