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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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 Morr

Senior Account Operations Specialist

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

Devin DeStefano

Sr. Director, Client Relationship Expansion

Chesterfield

Dominique Langerman, MPA, CAP®

Regional Vice President, Endowments and Foundations

LA-Century City

Dylan Gross

Client Service Specialist

Fairport

Eileen Swirsky

Client Service Specialist

Woodbridge

Elisha Sanchez, MBA, WMS™

Client Development Associate

Walnut Creek

Eric Mallory

Relationship Manager

Walnut Creek

Erica Lloyd

Client Service Coordinator

Atlanta

Erin Larsen

Client Service Specialist

Portland – South

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