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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Steven Crevar, CFP^®

Wealth Advisor

Marlboro, Morristown

Steven J. Deceuninck, CFP^®, CFS^TM

Wealth Advisor

Livonia, Troy

Stewart Schrader, CFP®

Wealth Advisor

Woodland Hills

Susan Lehnerd, CFP®

Wealth Advisor

Hockessin

Susan Portnoi, CPA/PFS

Sr. Wealth Advisor

Morristown, New York, Marlboro

Suzanne Daniel, CFP®

Wealth Advisor

Bend, Bend – Downtown

Sydney Hacker, CFP®

Wealth Advisor

Dallas – Park Cities, Houston, Rockwall

T. Elliot Stone, CFP®

Sr. Wealth Advisor

Fort Worth – Colleyville

Tammy Wakevainen, CFP®, CPA

Wealth Advisor

Ann Arbor

Tarek McAlee, CFP®

Sr. Wealth Advisor

Bellevue

Taylor Embury

Wealth Advisor

San Francisco

Tess Bradshaw

Associate Wealth Advisor

New York, Melville

Thomas J. Britt, CFP®, MPAS℠, CIMA®, MBA

Sr. Wealth Advisor

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

Thomas Keeney, MBA

Wealth Advisor

Bellevue

Tim Moore, CFP®

Wealth Advisor

Houston

Timothy Joseph, CFP®, CPA

Sr. Wealth Advisor

Cherry Hill, Radnor

Timothy McNamara

Sr. Wealth Advisor

San Francisco

Timothy Pilczak, CFP®, EA, TPCP®

Sr. Wealth Advisor

Boston – West, Hingham

Todd Cesca, CRPC®, MPA

Sr. Wealth Advisor

Todd Norris, CFP®

Sr. Wealth Advisor

Owings Mills

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