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

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

Max Bromley, CRPC®

Regional Vice President

Schaumburg

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

Shannon Burgett, CFP®

Regional Vice President

Charlotte

Shannon Gaskin

Regional Vice President

Ann Arbor, Livonia, Traverse City, Portage, Troy

Stephanie Fernandes, CFP®

Regional Vice President

Houston

Steve Cordasco

Regional Vice President

Naples – Downtown, Sarasota, Cherry Hill, Naples

Susan Evans, CFP®, CDFA®

Regional Vice President

Newport Beach

Ted Panagiotopoulos

Regional Vice President

Boca Raton, Jacksonville

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