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.

Northeast
Midwest
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Abby Fisher Photo

Abby Crother

Client Service Specialist

Abby Tago

Client Service Specialist
Abigail Feldman

Abigail Feldman

Estate Planning Service Specialist
Adam Deskins

Adam Deskins, CFP®, ChFC®

Regional Vice President
Adam Govani

Adam Govani, CFP®

Wealth Advisor

Adam Lee, CFP®

Sr. Vice President
Adam Osiason

Adam Osiason

Tax Manager
Adam Stanowick Image

Adam Stanowick, CFP®

Sr. Manager, Financial Planning

Alan Davis

Wealth Advisor

Aleesha Grimes

Sr. Manager, Client Service

Aleksandra Simic

Sr. Client Service Specialist
Alex Miles

Alex Miles

Sr. Wealth Advisor
Alex Murphy headshot

Alex Murphy

Client Service Specialist

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