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

Jaclyn Aragon

Sr. Client Service Specialist

Jacob Lynch

Wealth Strategist
Jade Lamas headshot

Jade Lamas

Client Service Specialist

Jade Warren

Client Service Specialist

Jake Ratana

Client Service Specialist

Janice Donovan

Sr. Client Service Specialist

Jann Leonard

Manager, Client Service

Jared Greenberger

Client Service Specialist

Jasmine Honda

Client Service Specialist
Jefferson Bell headshot

Jefferson Bell, FPQP®

Client Service Specialist
Jen Montero headshot

Jen Montero, FPQP™

Sr. Client Service Specialist

Jenna Martinez

Private Market Specialist

Jesse Frehling, AIF®

Regional Vice President
J Mignone

Jesse Mignone

Manager, Client Service

Jessica Livingston

Sr. Client Service Specialist
Jessica Rowe

Jessica Rowe

Sr. Client Service Specialist
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Jessica Villarin

Client Service Specialist

Jiany Lindsey

Client Service Specialist
Jill Abell - Sr. Client Service Specialist

Jill Abell

Sr. Client Service Specialist
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Jill Varnum

Manager, Client Service

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