Kelly Gaur
Regional Vice President
Kevin Meyersburg
Regional Vice President
Marcus Christopher Williams, CFP®, CDFA®
Regional Vice President
James Werner
Sr. Manager, Client Development Associate
Amanda Caster, CFP®, CDFA®
Manager, Sr. Financial Planner
Tammy Cooper, CPA, CFP®
Sr. 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

