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®

Partner

Scottsdale

Adam Deskins, CFP®, ChFC®

Regional Vice President

Raleigh

Alex Krenek, J.D.

Regional Vice President

Portland

Andrew Thompson

Regional Vice President

Denver

Anthony (Tony) Strittholt, CRPC®, CEPA®

Regional Vice President

Cincinnati, Indianapolis, Pittsburgh

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

Brendan Archibald, CFP®

Regional Vice President

Newport Beach, San Diego – Sorrento Valley

Brian Holmes

Regional Vice President

Frisco

Brian Oberle

Regional Vice President

McLean

Bryan Cantrell

Regional Vice President

Albuquerque

Caleb Brasel, MBA

Regional Vice President

Houston

Casey Jensen

Regional Vice President

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