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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Sarah Elise Berry, CFP®

Sr. Wealth Advisor

Portland – South

Sarah Pham

Sarah Pham, CFP®, SE-AWMA®, CWS®, ChFC®, AAMS®, MBA

Wealth Advisor

Sarah Serling, CFP®, JD

Sr. Wealth Advisor

Schane Goheen, CFP®, CLU®, MS AFP

Partner

Scott Below

Wealth Advisor

Asheville, Charlotte, Durham, Raleigh

Scott-Cravens

Scott Cravens, JD

Partner

Scott Paschal - Sr Wealth Advisor

Scott Paschal

Sr Wealth Advisor

Scott Snider image

Scott Snider, CFP®, RICP®, CEPA, CRPC

Principal

Jacksonville, Columbus

Scott Williams, CFP®

Sr. Wealth Advisor

Portage, Grand Rapids

Sean Heidig, CFP®

Wealth Advisor

Sloan Petereit, CFP®, CDFA®, NSSA®

Associate Wealth Advisor

Stefani Kohler

Stefani Kohler, CFP®, CDFA®

Sr. Wealth Advisor

Stephanie Connor Arkof

Partner, Sr. Wealth Advisor

Stephanie Fernandes, CFP®

Regional Vice President

Stephen N. Cheifetz

Stephen Cheifetz, CFP®, CPA

Sr. Wealth Advisor

Stephen Crabb, CFP®

Wealth Advisor

Portland, Portland – South

Stephen Donahue

Partner, Sr. Wealth Advisor

Menlo Park, San Francisco

Stephen Engle, JD, CFP®

Sr. Wealth Advisor

Portland – SE

Stephen West - Sr. Wealth Advisor

Stephen L. West, CFP®, ChFC®, AIF®, CRPS®

Sr. Wealth Advisor

Steve Cordasco

Regional Vice President

Naples – Downtown, Sarasota, Cherry Hill, Naples

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