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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Lucas Schwaller

Lucas Schwaller, CTFA®, CES®

Sr. Vice President

Minneapolis, Bloomington, Onalaska, Green Bay, Madison, Schaumburg, Chicago

Raul-Palma

Raul Palma

Regional Vice President, Community

Adam Deskins

Adam Deskins, CFP®, ChFC®

Regional Vice President

Adam Lee, CFP®

Sr. Vice President

Andrew Beck

Andrew Beck, MBA

Sr. Vice President

Andrew Thompson

Andrew Thompson

Regional Vice President

Anthony Koehler, CFP®, MBA

Regional Vice President

Ann Arbor, Livonia, Portage, Traverse City

Bob Kinnie

Regional Vice President

West Hartford, Woodbridge, Westport, Old Lyme

Brendan Archibald, CFP®

Regional Vice President

Newport Beach, San Diego – Sorrento Valley

Brett Sperin

Brett Sperin

Regional Vice President

Sarasota, Tampa, Naples

Brian Holmes

Regional Vice President

Brian Oberle

Regional Vice President

Casey Jensen

Regional Vice President

Casey Shagena

Regional Vice President

Dakota Endres

Dakota Endres

Associate Regional Vice President

David Baratta - Regional Vice President

David Baratta, MBA

Regional Vice President

David Goodman

Regional Vice President

Dominic Colletti, CFP®

Regional Vice President

Chicago, Green Bay, Schaumburg

Ed Lettieri

Ed Lettieri

Regional Vice President

Edward Dunphy

Edward Dunphy

Regional Vice President

Fairport, Hockessin, Manhasset, New York, Radnor, West Hartford

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