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

Lacy Hartzler

Sr. Regional Client Development Associate
Marzena Hanekv

Marzena Hanek

Regional Sales Associate
Matt Snyder

Matt Snyder

Regional Sales Associate

Murphy Adriano-Rhodes

Manager, Direct Client Development

Nikki Ivins

Sr. Regional Client Development Associate
Spencer Anderson headshot

Spencer Anderson

Regional Sales Associate

Stacy Reen

Regional Sales Associate
Aaron Bauer

Aaron Bauer, CFP®, CSLP®

Sr. Manager, Financial Planning
Adam Stanowick Image

Adam Stanowick, CFP®

Sr. Manager, Financial Planning
Alexis Scott

Alexis Wilkinson

Financial Planner

Amy Boyd, CFP®

Sr. Financial Planner
Autumn Vaughn headshot

Autumn Vaughn, CFP®

Financial Planner

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