Gabriella Pizzoferrato, JD
Estate Planning Strategist
Heather Johnson
Estate Planning Service Specialist
James Johnstone
Sr. Estate Planning Strategist
Jasna Veledar
Director, Estate Planning
Jaydn David, J.D., LL.M.
Estate Planning Strategist
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
Sr. Estate Planning Service Specialist
Megan Schulte-Hinnerichs
Estate Planning Service Specialist
Melinda Schlinsog
Estate Planning Strategist
Mykayla Milchling
Estate Planning Service Specialist
Nita Taylor
Estate Planning Service Specialist
Aaron Bauer, CFP®, CSLP®
Director, Financial Planning
Abby Crother, CFP®
Financial Planner
Adam Stanowick, CFP®
Director, Financial Planning
Alejandro H. Aguilar, MBA, CFA
Sr. Financial Planner
Alexandra Mendoza, CFP®
Manager, Financial Planner

