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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Stephanie Connor Arkof

Partner, Sr. Wealth Advisor

Encino

Stephen Donahue, CFA®

Partner, Sr. Wealth Advisor

Menlo Park, San Francisco

Susan Travis, CFP^®, AEP^®, CTFA

Partner, Regis Group

Austin, Houston, League City, The Woodlands

Tom Whited, CFP®

Partner

Livonia

Tracey Turko, CFP^®, AEP

Partner

Livonia, Charlotte, Raleigh, Asheville

W. Thomas McNary, CFP®, CSRIC

Principal

Boulder

Yvonne Jimenez, CFP®, MBA

Partner

Scottsdale

Abby Salameh

Managing Partner

Morristown

Annie Gottbehuet

Managing Partner

San Francisco, Mill Valley

Brian Picariello, CPA/PFS, CFA®

Managing Partner

Allentown, Fairport, Hockessin, Radnor, West Hartford, Hingham

Brian Samson

Managing Partner

Denver – Greenwood Village, Jackson, Colorado Springs

Chris Walters

Managing Partner

San Diego – Scripps Ranch, Carlsbad

Christine Schmitz, CPA, PFS, CFP®, LTCP

Client Relationship Manager

Christopher Blackmon

Managing Partner

Atlanta

Courtney Eastlack

Managing Partner, Wealth Path Group

Richmond

Dane Sauer, CFP®

Managing Partner

Chicago, Green Bay, Madison, Onalaska, Schaumburg, Milwaukee – Brookfield

David (Chip) Workman, CFP®

Managing Partner

Cincinnati, Westerville, Louisville, Lexington, Memphis, Gallatin, Franklin, Indianapolis, Pittsburgh

David Askew, CFP®, CDFA®, FBS®, AEP®

Managing Partner

Indian Wells, LA-Century City, Newport Beach, Woodland Hills, Thousand Oaks

David H. Levy, MBA, CFP®, AEP®

Managing Partner

Austin, Houston, Covington, San Antonio, New Orleans – Metairie

David Kerber, CFP^®, CRPC^®, MPAS^®, ABFP℠

Managing Partner

Scottsdale, Albuquerque, Tucson, Boise, Boise – Downtown, Sun Valley, Eagle, Spokane

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