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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Scott Neal - Sr. Wealth Advisor

Scott Neal, CFP®, CPA

Sr. Wealth Advisor

Lexington, Louisville

Scott Paschal - Sr Wealth Advisor

Scott Paschal

Sr Wealth Advisor

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

Stephen N. Cheifetz

Stephen Cheifetz, CFP®, CPA

Sr. Wealth Advisor

Stephen Crabb, CFP®

Wealth Advisor

Portland, Portland – South

Stephen Engle, JD, CFP®

Sr. Wealth Advisor

Portland – SE

Stephen Jacobson, CFP®

Associate Wealth Advisor

Fort Collins, Denver, Boulder

Stephen West - Sr. Wealth Advisor

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

Sr. Wealth Advisor

Steven Crevar, CFP^®

Wealth Advisor

Marlboro, Morristown

Steven J. Deceuninck, CFP^®, CFS^TM

Wealth Advisor

Stewart Schrader, CFP®

Wealth Advisor

Susan Lehnerd, CFP®

Wealth Advisor

Susan Portnoi

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

Tammy Wakevainen, CFP®, CPA

Wealth Advisor

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