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
Southeast
Southwest
West
Zachery Wingate - Financial Planner

Zachery Wingate

Wealth Strategist

Amanda Reed

Sr. Manager, Client Service
BENJAMIN SJODIN Sr Client Service Specialist

Benjamin Sjodin

Relationship Manager
Chelsy Nikolish headshot

Chelsy Nikolish

Sr. Client Service Specialist

Karin Fure

Sr. Client Service Specialist
Mary Mortensen - Client Service Specialist

Mary Mortensen

Client Service Specialist

Stacie Hostetler

Sr. Client Service Specialist
Sydney Shearer - Manager, Client Services

Sydney Shearer

Manager, Client Services

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