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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Troy Thompson, JD, CFP®

Sr. Wealth Advisor

Portland – SE

Tyler Grubbs, AIF®

Sr. Wealth Advisor

Oklahoma City

Tyler Smith, CFP^®, AIF^®

Sr. Wealth Advisor

San Diego – Sorrento Valley, Newport Beach

Vicki Arndt, MBA, ChFC®

Wealth Advisor

Thousand Oaks

Victoria Ferguson, CFP®

Wealth Advisor

Salt Lake City

Vince Hawkins

Sr. Wealth Advisor

Fort Worth – Colleyville

W. Cam Goodwin, CFP®

Sr. Wealth Advisor

Franklin

Will Walter, CFP®

Wealth Advisor

Covington, New Orleans – Metairie

William Hinson

Sr. Wealth Advisor

William Howard, CFP®, CFA

Wealth Advisor

Atlanta

William McNutt, CFP®, EA

Sr. Wealth Advisor

Austin, Houston, Covington, The Woodlands, New Orleans – Metairie

William Sands, CFP®

Wealth Advisor

Boulder

Yvonne Wood, CFP®

Sr. Wealth Advisor

Santa Barbara

Zac Reynolds, CFA®

Sr. Wealth Advisor

Oklahoma City

Zack Schiller, CFP®

Sr. Wealth Advisor

San Francisco

Zeke Aviles, CFP®, CEP

Wealth Advisor

Austin, San Antonio

Adam Medina

Client Service Specialist

San Diego – Sorrento Valley

Adrienne Anderson

Sr. Manager, Client Service – Regis

Menlo Park

Aileen Deutermann

Manager, Client Service

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

Aleesha Grimes

Sr. Manager, Client Service

Rockwall

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