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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Frances Smith - Sr. Wealth Advisor, Director

Frances Smith, CFP®, CSRIC®

Sr. Wealth Advisor, Director

Jamie Block

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

Sr. Wealth Advisor, Sr. Director

Jedd Nicolas, CFP®

Sr. Wealth Advisor, Director

Jerry-Zimmerer

Jerry Zimmerer, CFP®, CPA

Sr. Wealth Advisor

Jim Czirr, CFP®, CFA

Sr. Wealth Advisor, Sr. Director

Jojo Cresci

Jojo Cresci, CFP^®

Sr. Wealth Advisor, Sr. Director

Walnut Creek, Menlo Park, San Francisco

Joe Young

Joseph Young, CFP®, MBA, MSF, CRPC®

Managing Director

Durham, McLean, Richmond, Raleigh, Roanoke

Karrie Spencer

Karrie Spencer, CFP^®

Managing Director

Bellevue, Portland, Portland – South

Matt Cook - Managing Director

Matt Cook, CFP®, AEP®

Managing Director

Kahului, Santa Barbara, Woodland Hills

Matthew Burke, CPA, CFP®

Partner, Business Management

Matthew R. Bohrer

Matthew R. Bohrer

Managing Director

Ann Arbor, Livonia, Onalaska, Portage, Traverse City

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

Susan Travis

Susan Travis, CFP^®, AEP^®, CTFA

Managing Director

Austin, Covington, Houston

Aaron Langston

Aaron Langston, CFP®, EA

Senior Vice President & Wealth Advisor

Adam Frinsco, CFP®, ChSNC®, CMT

Wealth Advisor

Austin, Houston

Adam Govani

Adam Govani, CFP®

Wealth Advisor

Adam Oliver Image

Adam Oliver, CFP®

Wealth Advisor

Denver – Greenwood Village

Adelaide Magee, CFP®

Wealth Advisor I

Boston – West

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