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
Gracie Tiedeman Image

Gracie Tiedeman

Service Operations Associate
Gracie Zapata

Gracie Zapata

Service Operations Associate

Haiden Bowman

Director, Client Service

Haley Mitchell

Service Operations Associate

Helen Berlin

Service Operations Associate
Ian Smith - Client Service Specialist

Ian Smith

Relationship Manager
Isabel-Brewster

Isabel Brewster

Service Operations Associate

Isaiah Awe

Service Operations Associate
Ivan Lopez Colon

Ivan Lopez Colon

Sr. Client Service Specialist
Jack Rumohr headshot

Jack Rumohr

Relationship Manager

Jaclyn Aragon

Relationship Manager

Jacob Lynch

Sr. Financial Planner
Jade Lamas headshot

Jade Lamas

Relationship Manager

Jade Warren

Service Operations Associate

Jake Ratana

Service Operations Associate

Janice Donovan

Relationship Manager

Jann Leonard

Service Operations Associate

Jared Greenberger, WMS™

Service Operations Associate

Jasmine Honda

Relationship Manager
Jefferson Bell headshot

Jefferson Bell, FPQP®

Relationship Manager

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