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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Brittany Benvenuto

Sr. Manager, Client Service

Livonia

Brittany Doyle

Director, Client Service

Kahului, Santa Barbara, Woodland Hills

Brittnae Lacy

Client Service Specialist

Austin, Dallas – Park Cities, Houston

Bryan Montoya

Relationship Manager

Morristown

Bryanna Jasso

Relationship Manager

Dallas – Park Cities

Caitlin Smith

Sr. Client Service Specialist

Santa Barbara

Candace Davis

Sr. Client Service Specialist

Houston

Carolina Wagnild

Relationship Manager, Regis

Carrie Dlamini

Client Service Specialist

Memphis

Carson Durham

Relationship Manager

Asheville

Carson Gajewski

Client Service Specialist

Dallas – Park Cities

Carson Green

Client Service Specialist

Dallas – Park Cities

Carter McGee

Service Operations Associate

Cathy Towle

Relationship Manager

Portsmouth

Cecilia Gutierrez

Sr. Client Service Specialist

Austin, Houston

Celicia Smith

Sr. Client Service Specialist

Boston – West

Charlene Miller

Manager, Client Service

Dallas – Park Cities

Chase Rosa

Relationship Manager

Portsmouth

Chelsy Nikolish

Sr. Client Service Specialist

Ames

Chris Anderson

Client Service Specialist

Jacksonville

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