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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Lena Wyand, CFP®

Sr. Wealth Advisor

Lisa Pastushok

Wealth Advisor

Liz Yunker, CFP®

Wealth Advisor

Lizzie Gossett, CFP®

Wealth Advisor

Logan Donovan, CFP®

Wealth Advisor

Lori (Lo) M. Fellows, CRPC®, CPFA®, AIF®

Director, Retirement Plan Operations

Lori Bumgart, CFP®

Wealth Advisor

Lorraine Eugenio image

Lorraine Eugenio, CFP®, CDFA®

Wealth Advisor

Morristown, Marlboro

Lynn Magnus, CFP®

Sr. Wealth Advisor

Maeve Schmid

Maeve Lehman, CFP^®

Sr. Wealth Advisor

Boulder, Denver, Peabody, Nashua, Boston – West

Marcus Cooper

Wealth Advisor

Mariana Battista, CFP®

Sr. Wealth Advisor

Marina Sidelnikova, CPWA, AIF

Sr. Wealth Advisor

Marissa Nece

Wealth Advisor

Mark De Gregorio

Mark De Gregorio

Wealth Advisor

Mark Ericson, CFP®, ChFC®

Sr. Wealth Advisor

Mark Eshman

Mark Eshman, CAP®

Partner, Endowments and Foundations

Sun Valley, Boise, Boise – Downtown, Eagle

Mark Falamoun

Mark Falamoun, CFP®, EA

Wealth Advisor

Mark Howard, CFP®

Wealth Advisor

Boise – Downtown, Boise, Eagle

Mark Pletts - Sr. Wealth Advisor

Mark Pletts

Sr. Wealth Advisor

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