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

Aleesha Grimes

Sr. Manager, Client Service
Anika Turc headshot

Anika Turc

Sr. Client Service Specialist

April Hernandez

Client Service Specialist

Carson Gajewski

Client Service Specialist
Carson Green

Carson Green

Client Service Specialist

Derek DeMars

Client Service Specialist

Ready to get started?