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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Anne Kerrigan

Client Service Specialist

Ardie Moreland

Manager, Client Service

Walnut Creek

Ashley Callan

Client Service Specialist

Austin Wong

Relationship Manager, Regis

San Francisco

Autumn Fraizer

Client Service Coordinator

Kennebunk

Ayman Azabo

Sr. Client Service Specialist

San Diego – Scripps Ranch

Barbara Barreca

Client Service Specialist

Boulder, Denver

Beck Santanella

Relationship Manager

Bellevue

Becky Leslie

Client Service Specialist

Livonia, Traverse City

Ben Bazelais

Client Service Specialist

New York

Ben Brandel

Service Operations Associate

Newport Beach

Benjamin Sjodin

Relationship Manager

Minneapolis

Blanca Ceja

Service Operations Associate

Newport Beach

Brad Cwienk

Client Service Specialist

Radnor

Brandon Kelley

Sr. Client Service Specialist

Bellevue

Brandon Wilson

Relationship Manager

Bret Seidman

Service Operations Associate

Scottsdale

Brian Pahl

Client Service Specialist Broker – Dealer

Springfield

Brittani Woodruff

Sr. Client Service Specialist

Portland – South

Brittany Benvenuto

Sr. Manager, Client Service

Radnor

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