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

Alexander Ornes

Financial Planner
Noah Hughes - Financial Planner

Noah Hughes

Wealth Strategist

Carrie Ohm

VP, M&A Partner Development

Trecy Kirksey

Retirement Plan Specialist

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