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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Robert A. Medvey, CFP®, CPWA®, ChFC®, CLU®

Sr. Wealth Advisor

Old Lyme, West Hartford, Westport, Woodbridge, Nashua, Peabody

Robert Cox, CFP®, CIMA®

Sr. Wealth Advisor

Dallas – Park Cities

Robert Munger, CPA retired, CFP®

Sr. Wealth Advisor

Walnut Creek

Robert Reed, Jr., CFP^®

Sr. Wealth Advisor

Covington

Ron Kibbe, CFP®, CLU®, ChFC®

Sr. Wealth Advisor

Atlanta

Ross Anderson

Wealth Advisor

McLean

Rudolph Brandes, J.D., LL.M., CFP®

Sr. Wealth Advisor

Newport Beach

Ryan Badger, CFP®

Sr. Wealth Advisor

Atlanta

Ryan Bly, CPFA®, CEPA. NQPC™

Wealth Advisor, Retirement Plans

Omaha, Ames, West Des Moines, Chicago, Schaumburg, Minneapolis, Green Bay, Madison, Onalaska, Branson, Chesterfield, Leawood, Springfield

Ryan M. Flurer

Wealth Advisor

Cherry Hill, Radnor

Ryan Moore

Associate Wealth Advisor

San Francisco

Ryan Poterack

Sr. Wealth Advisor

Denver, Jackson

Sam Hume

Wealth Advisor

Rockwall, Granbury, Fort Worth – Colleyville, New Orleans – Metairie

Samuel Hussein

Wealth Advisor

Rockwall, Fort Worth – Colleyville, Dallas – Park Cities

Samuel Reid, CFP®, JD

Sr. Wealth Advisor

Portsmouth

Sarah Elise Berry, CFP®

Sr. Wealth Advisor

Portland – South

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

Wealth Advisor

Boulder

Sarah Serling, CFP®, JD

Sr. Wealth Advisor

Portsmouth

Scott Below

Wealth Advisor

Asheville, Charlotte, Durham, Raleigh

Scott Grooms, CFP®

Sr. Wealth Advisor

Mill Valley

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