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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Rick Rubin, CFP®, CFA®, MBA

Sr. Wealth Advisor

Hunt Valley

Roain Saunders, CFP®

Wealth Advisor

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

Robert (Bobby) Bird, CFP®

Sr. Wealth Advisor

Memphis

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

Sr. Wealth Advisor

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

Robert Cox, CFP®, CIMA®

Sr. Wealth Advisor

Dallas – Park Cities

Robert Munger, CPA retired, CFP®

Sr. Wealth Advisor

Walnut Creek

Robert Reed, Jr., CFP^®

Sr. Wealth Advisor

Covington

Ron Kibbe, CFP®, CLU®, ChFC®

Sr. Wealth Advisor

Atlanta

Ross Anderson

Wealth Advisor

McLean

Rudolph Brandes, J.D., LL.M., CFP®

Sr. Wealth Advisor

Newport Beach

Ryan Badger, CFP®

Sr. Wealth Advisor

Atlanta

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

Ryan Frankel, CFP®

Principal

Sarasota, Boca Raton, Tampa, Naples – Downtown

Ryan M. Flurer

Wealth Advisor

Cherry Hill, Radnor

Ryan Moore

Associate Wealth Advisor

San Francisco

Ryan Poterack

Sr. Wealth Advisor

Denver, Jackson

Sam Hume

Wealth Advisor

Rockwall

Samuel Hussein

Wealth Advisor

Rockwall, Fort Worth – Colleyville, Dallas – Park Cities

Samuel Reid, CFP®, JD

Sr. Wealth Advisor

Sarah Cannon, CFP®

Principal

Atlanta

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