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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Tom-Lamacchio

Tom LaMacchio

Sr. Wealth Advisor

Trace-Winn

Trace Winn, CFP®

Wealth Advisor

Tracy Turko

Tracey Turko, CFP^®, MPAS^®, AEP

Sr. Wealth Advisor, Sr. Director

Livonia, Onalaska, Traverse City

Tracy Jackson

Tracy O. Jackson, MS, CFP^®

Sr. Wealth Advisor, Director

Troy Buder

Wealth Advisor

Tyler-Grubbs

Tyler Grubbs, AIF®

Sr. Wealth Advisor

Tyler Smith

Tyler Smith, CFP^®, AIF^®

Sr. Wealth Advisor

San Diego – Sorrento Valley, Newport Beach

Victoria-Ferguson

Victoria Ferguson, CFP®

Wealth Advisor

Vince Hawkins

Sr. Wealth Advisor

Fort Worth – Colleyville

W. Cam Goodwin, CFP®

Sr. Wealth Advisor, Director

W. Thomas McNary

W. Thomas McNary, CFP®, CSRIC

Sr. Wealth Advisor, Director

William Howard

William Howard, CFP®, CFA

Wealth Advisor

William McNutt

William McNutt, CFP®, EA

Wealth Advisor

Austin, Houston, Covington

William S. “Stan” Bivin, CFP®

Sr. Wealth Advisor

William Sands, CFP®

Wealth Advisor

Yvonne-Jimenez

Yvonne Jimenez

Sr. Wealth Advisor

Yyvonne Wood

Yvonne Wood, CFP®

Sr. Wealth Advisor

Zac-Reynolds

Zac Reynolds, CFA®

Sr. Wealth Advisor

Zeke Aviles, CFP®, CEP

Wealth Advisor

Bryan Powers

Bryan Powers, CFP^®

Executive Managing Director

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