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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Gracie Tiedeman

Service Operations Associate

Denver – Greenwood Village

Gracie Zapata

Service Operations Associate

Scottsdale

Haiden Bowman

Director, Client Service

Springfield

Haley Mitchell

Service Operations Associate

Dallas – Park Cities

Helen Berlin

Service Operations Associate

New York

Ian Smith

Relationship Manager

LA-Century City

Isabel Brewster

Service Operations Associate

Boulder

Isaiah Awe

Service Operations Associate

Houston

Ivan Lopez Colon

Sr. Client Service Specialist

Atlanta

Jack Rumohr

Relationship Manager

Jaclyn Aragon

Relationship Manager

Walnut Creek

Jacob Lynch

Sr. Financial Planner

San Diego

Jade Lamas

Relationship Manager

Santa Barbara

Jade Warren

Service Operations Associate

Santa Barbara

Jake Ratana

Service Operations Associate

Walnut Creek

Janice Donovan

Relationship Manager

Fairport

Jann Leonard

Service Operations Associate

Walnut Creek

Jared Greenberger, WMS™

Service Operations Associate

San Diego

Jasmine Honda

Relationship Manager

Newport Beach

Jefferson Bell, FPQP®

Relationship Manager

Atlanta

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