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.

Northeast
Midwest
Southeast
Southwest
West
Geoff Nelson

Geoff Nelson, MBA, CFP®

Regional Vice President

Jackie Steczkowski

Regional Sales Associate
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James Kennedy

Client Development Associate
John Walker headshot

John Walker

Regional Vice President
Kelly Gaur

Kelly Gaur

Regional Vice President

Kent Thomson

Regional Vice President
Kevin Meyersburg

Kevin Meyersburg

Regional Vice President
Leah Manderson

Leah Manderson

Regional Vice President

Lisa Goodman

Regional Vice President
Marcus Williams

Marcus Williams

Regional Vice President
Mike Turley headshot

Mike Turley

Regional Vice President
Pablo Fitting

Pablo Fitting

Regional Vice President

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