Maggie Segrave, CFP®
Financial Planner
Mark Pletts
Sr. Wealth Advisor
Matthew Kelley, CFP®
Financial Planner II
Michael Stanley II, CFP®
Director, Financial Planning
Michael Van Boening, CFP®, RICP®
Sr. Manager, Financial Planning
Monica Hernandez
Financial Planner
Naishee Shah, CFA, CFP®, MPAS, APMA
Financial Planner
Nathan Cha, CFP®
Financial Planner
Nick LoCicero
Financial Planner
Noah Hughes
Financial Planner
Parker Landolf
Financial Planner
Patrick Moody
Financial Planner
Rachel Roach
Financial Planner
Scott Brooks
Financial Planner
Tammy Cooper, CPA, CFP®
Sr. Financial Planner
Tyler Bauer, CFP®
Sr. Financial Planner
William (Irish) Harrigan
Financial Planner
William Thompson
Manager, Sr. Financial Planner
Zachery Wingate
Financial Planner

