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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Ellie Johnson

Ellie Johnson

Regional Sales Associate

Eric Sirjord - Regional Vice President

Eric Sirjord

Regional Vice President

Boulder, Denver

Erica Weiser

Regional Vice President

Garret Ring - Regional Vice President

Garret Ring

Regional Vice President

Geoff Nelson

Geoff Nelson, MBA, CFP®

Regional Vice President

George Bruneau

George Bruneau

Regional Vice President

Bartlesville, Dallas – Park Cities, Fort Worth – Colleyville, Plano, Ponca City, Southlake

Jackie Steczkowski

Regional Sales Associate

James Kennedy

Regional Sales Associate

John Mazzei

John Mazzei, CFP®

Regional Vice President

Dallas – Park Cities, Fort Worth – Colleyville, Ponca City, Rockwall, Bartlesville

John Walker

Regional Vice President

Cherry Hill, Radnor

Jonathan Wilson, CFP®, EA

Regional Vice President

Kaz Woodward, CFP®, CPWA®

Regional Vice President

Branson, Springfield, Chesterfield, Ames, West Des Moines, Leawood

Kelly Gaur

Kelly Gaur

Regional Vice President

Kevin Dillon

Kevin Dillon, CFP®, CRPC®

Regional Vice President

Hockessin, Manhasset, New York, Radnor

Kevin Meyersburg

Kevin Meyersburg

Regional Vice President

New York, Morristown

Lisa Goodman

Regional Vice President

Newport Beach, San Diego

Marc Normann Photo

Marc A. Normann

Sr. Vice President

Albuquerque, San Diego, Scottsdale

Mckenna Wieser - Regional Vice President

Mckenna Wieser

Regional Vice President

Boulder, Colorado Springs, Denver – Cherry Creek, Denver – Greenwood Village, Fort Collins, Frisco, Denver

Mike Turley

Regional Vice President

Mitch Fiereck - Regional Vice President

Mitch Fiereck, CFP®, CRPC®, APMA®

Regional Vice President

Minneapolis, Bloomington, Madison, Green Bay, Onalaska

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