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.

Northeast
Midwest
Southeast
Southwest
West
Emily Sipes

Emily Sipes, CFP®

Regional Sales Associate
F Xuereb

Fred Xuereb

Sr. Client Development Associate

Jackie Steczkowsk

Regional Sales Associate

Jacques Jagr

Sr. Client Development Associate
James Werner

James Werner

Manager, Client Development Associate

Jenna Taylor

Client Development Associate

Lacy Hartzler

Sr. Client Development Associate
Marzena Hanekv

Marzena Hanek

Client Development Associate
Matt Snyder

Matt Snyder

Regional Sales Associate

Murphy Adriano-Rhodes

Manager, Direct Client Development

Nikki Ivins

Sr. Client Development Associate
Spencer Anderson headshot

Spencer Anderson

Regional Sales Associate

Stacy Reen

Sr. Client Development Associate

Tyler Schaefer

Manager, Client Development Associate
Aaron Bauer

Aaron Bauer, CFP®, CSLP®

Sr. Manager, Financial Planning
Adam Stanowick Image

Adam Stanowick, CFP®

Sr. Manager, Financial Planning

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