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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Mike Gandy

Mike Gandy, CFP®, CFA®, CPA

Wealth Advisor

Mike-Reich

Mike Reich, CFP®

Wealth Advisor

Michael Squier

Mike Squier, CFP®, ChFC®, MBA

Sr. Wealth Advisor

Portland, Portland – South, Scottsdale

Nadia Dubowyj, CFP®, CFA, MST, MBA

Wealth Advisor

Woodbridge, Old Lyme, West Hartford, Westport, Nashua, Peabody

Nadia Keric, CFP®

Sr. Wealth Advisor

Nancy Hughes - Sr. Wealth Advisor

Nancy Hughes, CFP®, CAP®

Sr. Wealth Advisor

Neal Gudmunson, CFP®, EA

Wealth Advisor

Neha Pande, CFP®, APMA, MBA

Wealth Advisor

N Campbell

Nicholas Campbell, CFP®, CPA/PFS, M.Tx.

Sr. Wealth Advisor

Nick Bond, CFP®, MBA

Sr. Wealth Advisor

Nick Jensen, CPA, CFP®

Wealth Advisor

Nick-Lyons

Nick Lyons

Wealth Advisor

Nick McDowell, CFP®

Wealth Advisor

Chesterfield, Springfield, Leawood

Nicole Brandon

Nicole Brandon

Wealth Advisor

Nicole Mosley

Nicole Mosley, CFP®, CDFA®, CSLA

Wealth Advisor

Bartlesville, Dallas – Park Cities, Rockwall

Nicole-Phillips

Nicole Phillips

Wealth Advisor

Noah Reichert, MSFP, CFP®, AIF®

Wealth Advisor

Pam Postma - Sr. Wealth Advisor

Pamela Postma, CFP®

Sr. Wealth Advisor

Pat Wynne, CFP®

Wealth Advisor

Patrick Comer, CFP®

RVP, Wealth Advisor

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