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

Daniel Cook

Financial Planner

Daniel Lime, CFP®

Sr. Financial Planner
Evan Salter headshot

Evan Salter

Financial Planner
Federico Avendano - Financial Planner

Federico Avendano

Wealth Strategist

Grant Habersetzer

Financial Planner
Grant Wilson

Grant Wilson

Manager, Wealth Strategist
Haana Frannk

Haana Frank, CFP®

Manager, Sr. Financial Planner

Harrison Sedmak

Financial Planner

Henry Cox

Financial Planner
Jennifer Baick

Jennifer Baick, MBA, CFP®, CDFA

VP, Financial Planning Group
Jim-Bagnato

Jim Bagnato, CFP®

Financial Planner
Joanna Geier - Sr. Financial Planner

Joanna Geier, FPQPTM, CFP

Sr. Wealth Strategist, Ascend
Jonathan Howard

Jonathan Howard

Portfolio Consultant

Josh Davis

Wealth Strategist
Kara Dorothy

Kara Dorothy, CAP

Sr. Financial Planner

Ready to get started?