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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Anna Hopkins

Relationship Manager

Jackson, Denver – Greenwood Village

Anna Roper

Client Service Specialist

Denver, Denver – Greenwood Village

Anne Kerrigan

Client Service Specialist

Arevik Manukyan

Manager, Client Service

LA-Century City

Ashley Callan

Client Service Specialist

Austin Wong

Relationship Manager, Regis

San Francisco

Avilio Sutherland

Wealth Strategist

Tampa

Ayman Azabo

Sr. Client Service Specialist

San Diego

Barbara Barreca

Client Service Specialist

Boulder, Denver

Beck Santanella

Client Service Specialist

Bellevue

Becky Leslie

Client Service Specialist

Livonia, Traverse City

Ben Bazelais

Client Service Specialist

New York

Ben Brandel

Service Operations Associate

Newport Beach

Benjamin Sjodin

Relationship Manager

Minneapolis

Blanca Ceja

Sr. Client Service Specialist

Newport Beach

Brad Cwienk

Client Service Specialist

Radnor

Brandon Kelley

Sr. Client Service Specialist

Bellevue

Bret A. Seidman

Service Operations Associate

Scottsdale

Brian Pahl

Client Service Specialist Broker – Dealer

Springfield

Brittani Woodruff

Sr. Client Service Specialist

Portland – South

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