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
Kelly Gaur

Kelly Gaur

Regional Vice President
Kevin Meyersburg

Kevin Meyersburg

Regional Vice President
James Werner

James Werner

Sr. Manager, Client Development Associate
Amanda Caster

Amanda Caster, CFP®, CDFA®

Manager, Sr. Financial Planner

Elia Weg

Financial Planner

Sebastian Chaskel Steiner

Director, Philanthropic Services

Chloe Balon

Chief of Staff and Sr. Director, Firm Partnership

Melissa Nims

Chief Solutions Officer

Kate Shackleton

Executive Managing Partner, Head of New Partner Success

Ready to get started?