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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Stephen Crabb, CFP®

Wealth Advisor

Portland, Portland – South

Stephen Donahue

Sr. Wealth Manager, Director

Menlo Park, San Francisco

Stephen West - Sr. Wealth Advisor

Stephen L. West, CFP®, ChFC®, AIF®, CRPS®

Sr. Wealth Advisor

Steve Cordasco

Sr. Wealth Advisor, Director

Sarasota, Cherry Hill

Steven Crevar

Steven Crevar, CFP^®

Wealth Advisor

Morristown, New York, Marlboro

Steven J. Deceuninck, CFP^®, CFS^TM

Wealth Advisor

Stewart Schrader, CFP®

Wealth Advisor

Susan Lehnerd, CFP®

Wealth Advisor

Susan Portnoi

Susan Portnoi, CPA/PFS

Sr. Wealth Advisor

Morristown, New York, Marlboro

Suzanne Daniel, CFP®

Wealth Advisor

Sydney Hacker Image

Sydney Hacker

Wealth Advisor

Dallas – Park Cities, Houston, Rockwall

Tammy Wakevainen

Tammy Wakevainen, CPA, CFP®

Wealth Advisor

Tarek McAlee, CFP®

Sr. Wealth Advisor

Thomas J Britt

Thomas J. Britt, CFP®, MPAS℠, CIMA®, MBA

Sr. Wealth Advisor

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

Tom Keeney

Thomas Keeney, MBA

Wealth Advisor

Tim Moore, CFP®

Wealth Advisor

Timothy Joseph, CFP®, CPA

Sr. Wealth Advisor

Cherry Hill, Radnor

Timothy Pilczak, CFP®, EA

Sr. Wealth Advisor I

Boston – West

Todd Sanford

Partner Development Advisor

Tom Herzing

Tom Herzing, CFP®

Sr. Wealth Advisor

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