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
Celicia Smith

Celicia Smith

Sr. Client Service Specialist

Eileen Swirsky

Client Service Specialist

Joel Sciabarrasi

Technology & Operations Specialist
Tanya Livingston - Sr. Client Service Specialist

Tanya Livingston

Sr. Client Service Specialist

Ted Innella

Sr. Client Service Specialist

Ander Belategui

Manager, Management & Performance Analytics, Business Intelligence

Jackie Steczkowski

Regional Sales Associate

Gabriella Bitar, J.D.

Estate Planning Strategist

Ready to get started?