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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Timothy McNamara

Sr. Wealth Advisor

San Francisco

Timothy Pilczak, CFP®, EA, TPCP®

Sr. Wealth Advisor

Boston – West, Hingham

Todd Cesca, MPA, CRPC®

Sr. Wealth Advisor

Kennebunk

Todd Norris, CFP®

Sr. Wealth Advisor

Owings Mills

Tom Herzing, CFP®

Sr. Wealth Advisor

Schaumburg

Tom LaMacchio

Sr. Wealth Advisor

Naples

Tom Sandt

Wealth Advisor

Toni Hayakawa, CFP®

Associate Wealth Advisor

Encino

Trace Winn, CFP®

Wealth Advisor

Scottsdale

Tracy O. Jackson, MS, CFP®

Sr. Wealth Advisor

Newport Beach

Trey Ingram, CFP®, CAIA®, MBA

Wealth Advisor

McLean

Troy Thompson, JD, CFP®

Sr. Wealth Advisor

Portland – SE

Tyler Grubbs, AIF®

Sr. Wealth Advisor

Oklahoma City

Tyler Smith, CFP^®, AIF^®

Sr. Wealth Advisor

San Diego – Sorrento Valley, Newport Beach, Carlsbad

Vicki Arndt, MBA, ChFC®

Wealth Advisor

Thousand Oaks

Victoria Ferguson, CFP®

Wealth Advisor

Salt Lake City

Vince Hawkins

Sr. Wealth Advisor

Fort Worth – Colleyville

W. Cam Goodwin, CFP®

Sr. Wealth Advisor

Franklin

Will Walter, CFP®

Wealth Advisor

Covington, New Orleans – Metairie

William Hinson, CFA®, CFP®

Sr. Wealth Advisor

Atlanta

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