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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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

Kirsten Runstrom

Associate Wealth Advisor

Kristen Cordell, CPFA®

Wealth Advisor, Retirement Plans

Portage

Kristen Moosmiller, CFP®, EA

Wealth Advisor

Columbus

Kristen Revis, CFP®

Wealth Advisor

Asheville

Kseniya Ribeiro, CFP®

Wealth Advisor

San Diego – Sorrento Valley

Kyle Dodrill, CFP®, APMA™

Wealth Advisor

Portland, Portland – South

Kyle Ray

Sr. Wealth Advisor

Oklahoma City

Kyndal Andrews, CFP®, CAP®

Wealth Advisor

Dallas – Park Cities

Laura Rowley, CFP®, CTFA®

Sr. Wealth Advisor

Houston

Lauren Higgins, CFP®, CIMA®

Sr. Wealth Advisor

Boston – West, Hingham

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