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.

Dustin C. Stiefel

Sr. Wealth Advisor

Fort Worth – Colleyville

Frances Smith - Sr. Wealth Advisor, Director

Frances Smith, CFP®, CSRIC®

Principal

Jamie Block

Jamie Block, CFP^®, CPA/PFS, MBA, CDFA^®, AEP®

Partner

Jedd Nicolas, CFP®

Principal

Jerry-Zimmerer

Jerry Zimmerer, CFP®, CPA

Sr. Wealth Advisor

Jim Czirr, CFP®, CFA

Partner

Jojo Cresci, CFP^®

Partner

Walnut Creek, Menlo Park, San Francisco

Joe Young

Joseph Young, CFP®, MBA, MSF, CRPC®

Managing Partner

Durham, McLean, Richmond, Raleigh, Roanoke

Karrie Spencer

Karrie Spencer, CFP^®

Managing Partner

Bellevue, Portland, Portland – South

Kyle Svetlik

Partner, Market Leader

Matt Cook - Managing Director

Matt Cook, CFP®, AEP®

Managing Partner

Kahului, Santa Barbara, Woodland Hills

Matthew Burke, CPA, CFP®

Partner, Business Management

Matthew R. Bohrer

Matthew R. Bohrer

Managing Partner

Ann Arbor, Livonia, Onalaska, Portage, Traverse City, Grand Rapids

Richard Coles - Sr. Wealth Advisor

Richard Coles, CFP®, CDFA®

Sr. Wealth Advisor

Richard Singer, MBA

Partner, Sr. Wealth Advisor

Scott Neal - Sr. Wealth Advisor

Scott Neal, CFP®, CPA

Sr. Wealth Advisor

Susan Travis

Susan Travis, CFP^®, AEP^®, CTFA

Partner, Regis Group

Austin, Covington, Houston

Aaron Langston

Aaron Langston, CFP®, EA

Senior Vice President & Wealth Advisor

Adam Frinsco, CFP®, ChSNC®, CMT

Sr. Wealth Advisor

Austin, Houston

Adam Govani

Adam Govani, CFP®

Wealth Advisor

Ready to get started?

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