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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Christina Crawford

Client Service Specialist

Hockessin

Christina Sheldon

Client Service Specialist

Hockessin

Christine Cote

Client Service Coordinator

Claudia Ona

Sr. Client Services Specialist

Naples

Claudia Paluch

Client Service Specialist

Old Lyme, West Hartford, Westport, Woodbridge, Nashua, Peabody

Cole Wenda

Client Service Specialist

Atlanta

Colter Niezgodzki

Client Service Specialist

Boca Raton

Connie Fornberg

Client Service Specialist

Naples

Connor Umbenhaur

Service Operations Associate

San Diego

Cynthia Cagle

Relationship Manager

Houston

Daniel Reilly

Relationship Manager

David Hamilton

Lead Account Operations Specialist

Dawn Santeford

Client Service Specialist

Scottsdale, Albuquerque

Denise Cavanaugh

Client Service Specialist

Boise, Boise – Downtown, Eagle

Denise Rhodey

Manager, Client Service

Newport Beach, Scottsdale

Derek DeMars

Client Service Specialist

Rockwall

Destiny Collins

Client Service Specialist

Woodland Hills

Dylan Gross

Client Service Specialist

Fairport

Eileen Swirsky

Client Service Specialist

Woodbridge

Emily Botyos

Relationship Manager

Morristown

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Tax Planning

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August 6, 2026

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