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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Ayman Azabo

Sr. Client Service Specialist

San Diego – Scripps Ranch

Barbara Barreca

Client Service Specialist

Boulder, Denver

Beck Santanella

Client Service Specialist

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

Sr. Client Service Specialist

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

Brittany Doyle

Director, Client Service

Kahului, Santa Barbara, Woodland Hills

Brittnae Lacy

Client Service Specialist

Austin, Dallas – Park Cities, Houston

Bryan Montoya

Relationship Manager

Morristown

Bryanna Jasso

Relationship Manager

Dallas – Park Cities

Caitlin Smith

Sr. Client Service Specialist

Santa Barbara

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