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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Michael Van Boening, CFP®, RICP(r)

Sr. Manager, Financial Planning

Denver

Monica Hernandez

Financial Planner

Austin, Houston

Naishee Shah, CFA, CFP®, MPAS, APMA

Financial Planner

Memphis

Nathan Cha, CFP®

Financial Planner

Santa Barbara

Nick LoCicero

Financial Planner

Walnut Creek

Noah Hughes

Financial Planner

Springfield

Parker Landolf

Financial Planner

Walnut Creek

Patrick Moody

Financial Planner

Atlanta

Rachel Roach

Financial Planner

Hockessin

Rebecca Wolman

Financial Planner

Dallas – Park Cities

Scott Brooks

Financial Planner

Houston

Sloan Petereit, CFP®, CDFA®, NSSA®

Sr. Financial Planner

Newport Beach

Susy Todd

Sr. Financial Planner

Memphis

Tammy Cooper, CPA, CFP^®

Sr. Financial Planner

Morristown, New York

Tyler Bauer, CFP®

Sr. Financial Planner

William Thompson

Manager, Sr. Financial Planner

Zach Butler

Financial Planner

Denver – Greenwood Village

Zachery Wingate

Financial Planner

Ames

Zubin Shah, CFP®, MPAS, APMA

Financial Planner

Memphis

Adam Osiason

Tax Manager

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