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

Colter Niezgodzki

Client Service Specialist

Connie Fornberg

Client Service Specialist

Jose Garcia

Sr. Client Service Specialist

Madison Cosgriff

Client Service Specialist

Robert Hendrickson

Sr. Client Service Specialist

Stefan Madaffari

Service Operations Associate
Theresa Nichols

Theresa Nichols

Client Service Specialist

Anthony Flores

Regional Vice President

Rose Cooke

Regional Vice President
Tony Bouton

Tony Bouton

Regional Vice President
Nicholas Semko

Nicholas Semko, CFP®, CRPC®, CMFC®

Managing Director, Channel Client Development

Joey Luciano

Financial Planner

Josh Johnson

Financial Planner

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