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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Dustin C. Stiefel

Sr. Wealth Advisor

Fort Worth – Colleyville

Ernie George, CFP®, CLU®

Director

Starkville

Frances Smith, CFP®, CSRIC®

Sr. Wealth Advisor, Director

Bellevue

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

Sr. Wealth Advisor, Sr. Director

Fairport

Jedd Nicolas, CFP®

Sr. Wealth Advisor, Director

Walnut Creek

Jim Czirr, CFP®, CFA

Sr. Wealth Advisor, Sr. Director

Spokane

Jojo Cresci, CFP^®

Sr. Wealth Advisor, Sr. Director

Walnut Creek

Joseph Young, CFP®, MBA, MSF, CRPC®

Managing Director

Durham, McLean, Richmond, Raleigh, Roanoke

Karrie Spencer, CFP^®

Managing Director

Bellevue, Portland, Portland – South

Matt Cook, CFP®, AEP®

Managing Director

Kahului, Santa Barbara, Woodland Hills

Matthew R. Bohrer

Wealth Advisor, Sr Director

Ann Arbor, Livonia, Onalaska, Portage, Traverse City

Susan Travis, CFP^®, AEP^®, CTFA

Managing Director

Austin, Bartlesville, Covington, Dallas – Park Cities, Fort Worth – Colleyville, Houston, Ponca City, Southlake

Aaron Langston, CFP®, EA

Senior Vice President & Wealth Advisor

Walnut Creek

Adam Frinsco, CFP®, ChSNC®, CMT

Wealth Advisor

Austin, Houston

Adam Oliver, Wealth Advisor

CFP®

Denver – Greenwood Village

Adis Mehic, CFP®

Wealth Advisor

Atlanta

Alan Davis

Wealth Advisor

San Diego

Alan McKnight, DBA, CFP®

Sr. Wealth Advisor

Atlanta

Alan Thomson, CFP®

Sr. Wealth Advisor

Atlanta

Alex Gangl

Sr. Wealth Advisor

San Francisco

Ready to get started?

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Core Solutions

Specialty Solutions

Our Team

Engaging Us

Our Locations

Creating Income in Retirement

Meet our Advisory Team

Dustin C. Stiefel

Ernie George, CFP®, CLU®

Frances Smith, CFP®, CSRIC®

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

Jedd Nicolas, CFP®

Jim Czirr, CFP®, CFA

Jojo Cresci, CFP^®

Joseph Young, CFP®, MBA, MSF, CRPC®

Karrie Spencer, CFP^®

Matt Cook, CFP®, AEP®

Matthew R. Bohrer

Susan Travis, CFP^®, AEP^®, CTFA

Aaron Langston, CFP®, EA

Adam Frinsco, CFP®, ChSNC®, CMT

Adam Oliver, Wealth Advisor

Adis Mehic, CFP®

Alan Davis

Alan McKnight, DBA, CFP®

Alan Thomson, CFP®

Alex Gangl

Ready to get started?

Explore More

Creating Income in Retirement

Guide to Home Office Tax Deductions

Can I Opt Out of 401(k) Automatic Enrollment?

Let’s get started.