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.

David H. Levy

David H. Levy, MBA, CFP®, AEP®

Managing Partner

Austin, Houston, Covington, San Antonio

David Kerber

David Kerber, CFP^®, CRPC^®, MPAS^®, ABFP℠

Managing Partner

Scottsdale, Albuquerque, Tucson

David Reynolds

David P. Reynolds, CFP®, ChFC®, AAMS®

Managing Partner

Dallas – Park Cities, Fort Worth – Colleyville, Rockwall, Bartlesville, Ponca City, Chesterfield

Dustin C. Stiefel

Sr. Wealth Advisor

Fort Worth – Colleyville

Emma Bean, CFP®

Principal, Market Leader

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

Louisville, Indianapolis

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, CFP®

Partner

Madison, Onalaska, Green Bay

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

Mendim Gecaj, CFP®, CPWA®

Principal

New York, Manhasset

Richard Coles - Sr. Wealth Advisor

Richard Coles, CFP®, CDFA®

Sr. Wealth Advisor

Richard Singer, MBA

Partner, Sr. Wealth Advisor

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A couple tax planning with their advisor

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Investment Management

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Estate Planning

Using Retirement Trusts to Protect and Transfer IRAs

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