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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Scott Baber - Regional Vice President

William (Scott) Baber

Regional Vice President
Tyler Schaefer

Tyler Schaefer

Manager, Regional Client Development Associates
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Craig Kinnunen

Sr Financial Planner
Michael Van Boening

Michael Van Boening, CFP®, RICP(r)

Manager, Sr. Financial Planner

Claire Allen

Estate Planning Operations Specialist
Andrea Aranguiz

Andrea Aranguiz

Senior Client Service Specialist
Nicholas Kneibert headshot

Nicholas Kneibert

Client Service Specialist
Nina Hernandez

Nina Hernandez

Client Service Specialist
Tyler Weinrich

Tyler Weinrich

Client Service Specialist
Vivian Covert headshot

Vivian Covert

Client Service Specialist

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