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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David Kerber

David Kerber, CFP^®, CRPC^®, MPAS^®, ABFP℠

Managing Partner

Scottsdale, Albuquerque, Tucson

David Reynolds

David P. Reynolds, CFP®, ChFC®, AAMS®

Managing Partner

Dallas – Park Cities, Fort Worth – Colleyville, Rockwall, Bartlesville, Ponca City, Chesterfield

Dustin C. Stiefel

Sr. Wealth Advisor

Fort Worth – Colleyville

Emma Bean, CFP®

Principal, Market Leader

Frances Smith, CFP®, CSRIC®

Principal

Jamie Block

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

Partner

Jedd Nicolas, CFP®

Principal

Jerry-Zimmerer

Jerry Zimmerer, CFP®, CPA

Sr. Wealth Advisor

Louisville, Indianapolis

Jim Czirr, CFP®, CFA

Partner

Jojo Cresci, CFP^®

Partner

Walnut Creek, Menlo Park, San Francisco

Joe Young

Joseph Young, CFP®, MBA, MSF, CRPC®

Managing Partner

Durham, McLean, Richmond, Raleigh, Roanoke

Karrie Spencer

Karrie Spencer, CFP^®

Managing Partner

Bellevue, Portland, Portland – South

Kyle Svetlik, CFP®

Partner

Madison, Onalaska, Green Bay

Matt Cook - Managing Director

Matt Cook, CFP®, AEP®

Managing Partner

Kahului, Santa Barbara, Woodland Hills

Matthew Burke, CPA, CFP®

Partner, Business Management

Matthew R. Bohrer

Matthew R. Bohrer

Managing Partner

Ann Arbor, Livonia, Onalaska, Portage, Traverse City, Grand Rapids

Richard Coles - Sr. Wealth Advisor

Richard Coles, CFP®, CDFA®

Sr. Wealth Advisor

Richard Singer, MBA

Partner, Sr. Wealth Advisor

Scott Neal - Sr. Wealth Advisor

Scott Neal, CFP®, CPA

Sr. Wealth Advisor

Lexington, Louisville

Susan Travis

Susan Travis, CFP^®, AEP^®, CTFA

Partner, Regis Group

Austin, Covington, Houston, League City, The Woodlands

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