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.

Midwest
Northeast
Southeast
Southwest
West
Gabriella Pizzoferrato - Estate Planning Strategist

Gabriella Pizzoferrato, JD

Estate Planning Strategist

Heather Johnson

Estate Planning Service Specialist
James Johnstone - Sr. Estate Planning Strategist

James Johnstone

Sr. Estate Planning Strategist

Jasna Veledar

Director, Estate Planning

Jaydn David, J.D., LL.M.

Estate Planning Strategist
Jenna Elliott Photo

Jenna Elliott, JD, LL.M.

VP, Estate Planning

Julia McCoy

Sr. Estate Planning Service

Kaya Law

Manager, Estate Planning Service

Kelly Haffner, J.D.

Estate Planning Strategist

Linda Adams

Estate Planning Service Specialist
Marcela Carreon Headshot

Marcela Carreon

Sr. Estate Planning Service Specialist

Megan Schulte-Hinnerichs

Estate Planning Service Specialist
Melinda Schlinsog

Melinda Schlinsog

Estate Planning Strategist

Mykayla Milchling

Estate Planning Service Specialist

Nita Taylor

Estate Planning Service Specialist
Aaron Bauer

Aaron Bauer, CFP®, CSLP®

Director, Financial Planning
Adam Stanowick Image

Adam Stanowick, CFP®

Director, Financial Planning

Alexandra Mendoza, CFP®

Manager, Financial Planner

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