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

Managing Partner

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

David P. Reynolds, CFP®, ChFC®, AAMS®

Managing Partner

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

G. Merrick Estes, Jr.

Managing Partner

Atlanta, Asheville, Charlotte, Raleigh, Durham, Franklin, Gallatin

Jon Kennedy, CFP®, MSFS

Managing Partner, Regis Group

Minneapolis

Joseph Young, CFP®, MBA, MSF, CRPC®

Managing Partner

McLean, Richmond, Roanoke, Hunt Valley, Washington, DC, Owings Mills

Karrie Spencer, CFP^®

Managing Partner

Bellevue, Portland, Portland – South

Keith Huber

Managing Partner

Jacksonville, Boca Raton, Naples, Naples – Downtown, Orlando, Sarasota, Tampa

Kyle Thomas

Managing Partner

Matt Cook, CFP®, AEP®

Managing Partner

Kahului, Santa Barbara, Woodland Hills, Thousand Oaks

Matthew R. Bohrer

Managing Partner

Ann Arbor, Livonia, Onalaska, Portage, Traverse City, Grand Rapids

Mike Drennen

Managing Partner

Boston – West

Paul Oliva

Managing Partner

New York, Melville

Will Rockett, CFA®, MBA

Sr. Director, Investment Strategy

New York

Adam Deskins, CFP®, ChFC®

Regional Vice President

Raleigh

Adam Roosevelt

Regional Vice President

Morristown

Alex Krenek, J.D.

Regional Vice President

Portland

Andrew Thompson

Regional Vice President

Denver

Anthony Flores

Regional Vice President

Tampa

Anthony Koehler, CFP®, MBA

Regional Vice President

Grand Rapids

Bob Kinnie

Regional Vice President

West Hartford, Woodbridge, Westport, Old Lyme

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