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

Ross Anderson

Wealth Advisor

Brian Oberle

Regional Vice President

Josh Frazier

Financial Planner

Amy Ganz

Director, Investment Governance & Strategic Engagement

Jaydn David

Estate Planning Strategist

Aleksandra Simic

Sr. Client Service Specialist

Ally Keasler

Sr. Client Service Specialist

Angela Schnepp

Client Service Specialist

Grace Farley

Sr. Director, Client Service
Jody Wyatt

Jody Wyatt

Sr. Client Service Specialist

Jordan Shivery

Client Service Specialist

Kimberly England

Sr. Client Service Specialist
Kristina Gillis-Phelps

Kristina Gillis-Phelps

Client Service Specialist

LaShawn Jenkins

Sr. Client Service Specialist

Ready to get started?