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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JoAnn Ferradino

JoAnn Ferradino

Sr. Client Service Specialist

Albuquerque, Scottsdale

Madelyn Fritz

Madelyn Fritz

Client Service Specialist

Nancy R. Hudak

Nancy R. Hudak

Director, Client Service

Albuquerque, Indian Wells, Newport Beach, Scottsdale

Piper Baker

Piper Baker

Client Service Specialist

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