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
Carson Green

Carson Green

Client Service Specialist

Cathy Towle

Relationship Manager
Cecilia Gutierrez headshot

Cecilia Gutierrez

Sr. Client Service Specialist
Celicia Smith

Celicia Smith

Sr. Client Service Specialist

Charles Mardock

Account Operations Specialist

Chase Rosa

Relationship Manager
Chayla Moore - Client Service Specialist

Chayla Moore

Client Service Specialist
Chelsy Nikolish headshot

Chelsy Nikolish

Sr. Client Service Specialist
Christopher Anderson

Chris Anderson

Client Service Specialist

Chris Lang

Client Service Specialist
Christina Crawford - Client Service Specialist

Christina Crawford

Client Service Specialist
Chris Sheldon

Christina Sheldon

Client Service Specialist

Christine Cote

Client Service Coordinator

Claudia Ona

Sr. Client Services Specialist

Clifford (Cliff) Balgos

Client Service Specialist

Cole Wenda

Client Service Specialist

Colter Niezgodzki

Client Service Specialist

Connie Fornberg

Client Service Specialist

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