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

Allison Rozell

Relationship Manager

Ben Brandel

Client Service Specialist

Blanca Ceja

Sr. Client Service Specialist
D Rhodey

Denise Rhodey

Manager, Client Service
Grace Chyun

Grace Chyun

Sr. Client Service Specialist

Jasmine Honda

Client Service Specialist

Jenna Martinez

Private Market Specialist
Laura Madariaga

Laura Madariaga

Lead Client Service Specialist

Marjan Madavi

Manager, Client Service
Martha Kilfoy

Martha Kilfoy

Client Service Specialist

Matthew Crow

Managing Director, Channel Client Development
Nick Gomez

Nick Gomez

Client Service Specialist
Pamela Brown

Pamela Brown

Client Service Specialist
Roxanne Konieczka

Roxanne Konieczka

Client Service Specialist

Trisha Miller

Sr. Client Development Associate

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