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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Southeast: Greater Washington D.C.

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Richard Osikowicz, CFP®, AIF

Sr. Wealth Advisor

Rick Rubin, CFP®, CFA®, MBA

Sr. Wealth Advisor

Todd Norris, CFP®

Sr. Wealth Advisor

Kristen Comeau

Regional Vice President

Boulder, Denver, Frisco, Omaha, Cincinnati, Columbus, McLean, Richmond, Roanoke, Washington, DC, Lexington, Louisville, Hunt Valley

Brian Oberle

Regional Vice President

Keith Wayne

Keith Wayne, CFP®, CSLP®, CRPC®, APMA®

Sr. Financial Planner

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

Lisa Dellinger

Manager, Client Service

Liz Kreft

Client Service Specialist

Luke Jackson, CFP®

Financial Planner

Michael O’Brien

Financial Planner

Narai Henderson

Client Service Specialist

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