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.

Rebekah Burns

Rebekah Burns, MS, CFP®, ChFC®, CDFA®

Wealth Advisor

Austin, Houston

Renée Egelski

Renée Egelski, CFP^®

Wealth Advisor

Livonia, Traverse City

Renée Pichette Image

Renée Pichette, CFP®

Sr. Wealth Advisor

Boulder, Denver – Greenwood Village

Rich Davtyan - Sr. Wealth Advisor

Rich Davtyan, CFP®

Sr. Wealth Advisor

LA-Century City

Brad Mundy

Richard Brad Mundy, CFP®, CPA

Sr. Wealth Advisor

Richard Davies, CFP®

Director, Operations

Boston – West

Richard Goldstein Image

Richard Goldstein, CPA, CIMA®, MS

Sr. Wealth Advisor, Director

Richard W. Stout

Richard W. Stout III, CFP®, AIF®, MPAS™, MBA

Sr. Wealth Advisor

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

Rick Henderson

Rick Henderson, CFP®, AIF®

Sr. Wealth Advisor

Rick Rubin, CFP®, CFA®, MBA

Sr. Wealth Advisor

R Saunders

Roain Saunders, CFP®

Wealth Advisor

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

Rob Cox, CFP®, CIMA®

Sr. Wealth Advisor

Dallas – Park Cities

Robert (Bobby) Bird, CFP®, APMA

Sr. Wealth Advisor

Robert A. Medvey, CFP®, CPWA®, ChFC®, CLU®

Sr. Wealth Advisor

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

Robert Munger, CPA, CFP®

Sr. Wealth Advisor, Director

Robert Reed, Jr., CFP^®

Sr. Wealth Advisor

Ron Kibbe

Ron Kibbe, CFP®, CLU®, ChFC®

Sr. Wealth Advisor

Rudolph Brandes

Rudolph Brandes, JD, LLM, CFP^®

Sr. Wealth Advisor

Ryan Badger

Ryan Badger, CFP®

Sr. Wealth Advisor

Ryan Bly

Ryan Bly, CPFA®, CEPA. NQPC™

Wealth Advisor, Retirement Plans

Omaha, Ames, West Des Moines, Chicago, Schaumburg, Minneapolis, Green Bay, Madison, Onalaska, Branson, Chesterfield, Leawood, Springfield

Ready to get started?

Explore More

A couple talking with their advisor about HSA funds

Insights

HSAs as an Investment Tool: What To Consider During Open Enrollment

October 16, 2025

Insights

Smart Tax Strategies for Investors: Capital Gains and Tax Loss Harvesting Explained

October 15, 2025

Insights

What To Do When Your IPO Lockup Expires

October 10, 2025

Continue Browsing