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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Patrick Lee, CFP®

Wealth Advisor

Paul Baumbach

Paul Baumbach, CFP®, CFA™

Sr. Wealth Advisor

Paul C. Barbehenn, CFA®, CFP®

Sr. Wealth Advisor

P Ip

Peter Ip, CFP®, CTFA

Sr. Wealth Advisor

Petra Chien, CFP®, CEPA®, EA

Sr. Wealth Advisor

Phillip Swenson

Phillip Swenson, CFP®

Sr. Wealth Advisor

R. Andrew Nurse, MBA, CFP®, CPFA®

Wealth Advisor, Retirement Plans

Rafael Arellano

Rafael Arellano, CFP^®

Sr. Wealth Advisor

Marlboro, Morristown

Rebekah Burns

Rebekah Burns, MS, CFP®, ChFC®, CDFA®

Sr. Wealth Advisor

Austin, Houston, League City, The Woodlands, Sugar Land

Reece Betcher, CFP®

Wealth Advisor

Renée Egelski

Renée Egelski, CFP^®

Wealth Advisor

Livonia, Traverse City

Renee McConnell, CRPC

Sr. Wealth Advisor

Boise – Downtown, Boise, Eagle, Sun Valley

Renée Pichette, CFP®, CES™

Sr. Wealth Advisor

Boulder, Denver – Greenwood Village

Brad Mundy

Richard Brad Mundy, CFP®, CPA

Sr. Wealth Advisor

Richard Coles - Sr. Wealth Advisor

Richard Coles, CFP®, CDFA®

Sr. Wealth Advisor

Richard Goldstein Image

Richard Goldstein, CPA, CIMA®, MS

Sr. Wealth Advisor

Richard Osikowicz, 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

Robert (Bobby) Bird, CFP®

Sr. Wealth Advisor

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