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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Kelly Gaur

Kelly Gaur

Regional Vice President

New York, Manhasset

Kent Thomson

Kent Thomson

Regional Vice President

Kevin Dillon, CFP®, CRPC®

Regional Vice President

Allentown, Cherry Hill, Hockessin, Manhasset, Morristown, New York, Radnor

Kevin Meyersburg

Kevin Meyersburg

Regional Vice President

New York, Morristown

Leah Manderson

Leah Manderson

Regional Vice President

Atlanta, Macon, Blairsville

Lisa Goodman

Regional Vice President

Newport Beach, San Diego

Marc A. Normann

Sr. Vice President

Albuquerque, San Diego, Scottsdale

Marcus Williams

Marcus Christopher Williams, CFP®

Regional Vice President

New York, Manhasset

Max Bromley

Regional Vice President

Mckenna Wieser - Regional Vice President

Mckenna Wieser, CFP®

Regional Vice President

Boulder, Colorado Springs, Denver – Cherry Creek, Denver – Greenwood Village, Fort Collins, Frisco, Denver, Salt Lake City

Mike Turley

Regional Vice President

Mitch Fiereck - Regional Vice President

Mitch Fiereck, CFP®, CRPC®, APMA®

Regional Vice President

Minneapolis, Madison, Green Bay, Onalaska

Pablo Fitting

Pablo Fitting

Regional Vice President

Renee Weston, WMCP®

Regional Vice President

Rich Munneke

Regional Vice President

Rose Cooke

Naples – Downtown

Saman Bigharaz Image

Saman Bigharaz

Regional Vice President

LA-Century City, Kahului, Woodland Hills, Pasadena, Westlake Village

Shannon Gaskin - Regional Vice President

Shannon Gaskin

Regional Vice President

Ann Arbor, Livonia, Traverse City, Portage, Troy

Ted Panagiotopoulos Image

Ted Panagiotopoulos

Regional Vice President

Boca Raton, Jacksonville

Timothy Schmidt

Regional Vice President

Woodbridge, Nashua, Peabody, Boston – West

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