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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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

Regional Vice President

New York, Melville

Kent Thomson, CRPC®

Regional Vice President

Scottsdale

Kevin Meyersburg, MBA

Regional Vice President

New York

Kirsten Sandberg

Regional Vice President, Direct

Leah Manderson

Regional Vice President

Atlanta

Lindsay Phillips

Regional Vice President

Houston

Max Bromley, CRPC®

Regional Vice President

Schaumburg

Maxwell Baumann, CWS®

Regional Vice President

Portland

Mckenna Wieser, CFP®

Regional Vice President

Boulder, Colorado Springs, Denver – Greenwood Village, Fort Collins, Frisco, Denver

Mike Turley

Regional Vice President

Walnut Creek

Mitch Fiereck, CFP®, CRPC®, APMA®

Regional Vice President

Green Bay, Madison, Minneapolis, Onalaska, Milwaukee – Brookfield

Pablo Fitting

Regional Vice President

Rose Cooke

Regional Vice President

Naples – Downtown, Boca Raton, Jacksonville, Naples, Orlando, Sarasota, Tampa

Saman Bigharaz

Regional Vice President

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

Scott Baber

Regional Vice President

Denver

Scott Rose

Regional Vice President

Minneapolis

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