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

Jacob Lynch

Wealth Strategist
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Jessica Villarin

Client Service Specialist
Jonathan Tull

Jonathan Tull

Client Service Specialist
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Rubi Contreras

Manager of Operations

Shaya Reiisieh

Client Service Specialist

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