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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Cody Dolly

Regional Vice President

Darren Gee

Regional Vice President

David Goodman

Regional Vice President

Dominic Colletti, CFP®

Regional Vice President

Chicago, Schaumburg

Dominique-Langerman

Dominique Langerman, MPA, CAP®

Regional Vice President, Endowments and Foundations

LA-Century City

Ed Lettieri

Ed Lettieri

Regional Vice President

Edward Dunphy

Edward Dunphy

Regional Vice President

Fairport, Hockessin, Melville, New York, Radnor, West Hartford

Ellie Johnson

Client Development Associate

Schaumburg, Chicago

Eric Sirjord - Regional Vice President

Eric Sirjord

Regional Vice President

Boulder, Denver

Garret Ring - Regional Vice President

Garret Ring

Regional Vice President

Geoff Nelson

Geoff Nelson, MBA, CFP®

Regional Vice President

Houston, Austin, San Antonio

George Bruneau

George Bruneau

Regional Vice President

Bartlesville, Dallas – Park Cities, Fort Worth – Colleyville, Plano, Ponca City

James Kennedy

Client Development Associate

John Mazzei

John Mazzei, CFP®

Regional Vice President

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

John Walker

Regional Vice President

Cherry Hill, Radnor, Pittsburgh

Jordan Holland, CFP®

Regional Vice President

Sugar Land, Houston

Kaz Woodward, CFP®, CPWA®

Regional Vice President

Springfield, Branson, Chesterfield, Ames, West Des Moines, Leawood

Kelly Gaur

Kelly Gaur

Regional Vice President

New York, Melville

Kent Thomson

Kent Thomson, CRPC®

Regional Vice President

Kevin Meyersburg

Kevin Meyersburg, MBA

Regional Vice President

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