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.

Adam Oliver Image

Adam Oliver, CFP®

Wealth Advisor

Denver – Greenwood Village

Adelaide Magee

Adelaide Magee, CFP®

Wealth Advisor

Boston – West

Alan Davis

Wealth Advisor

Alan McKnight, DBA, CFP®

Sr. Wealth Advisor

Aleksandr Olshanakiy

Financial Planner

Alex Gangl

Alex Gangl, CFP®, CFA®, CEPA®

Sr. Wealth Advisor

Alex Miles

Alex Miles

Partner

Alexa Willis

Alexa Willis, CFP®

Wealth Advisor

Bellevue, Sun Valley, Portland

Alexis Dudley, CFP®, CAP®

Wealth Advisor

Alice McDermott

Alice McDermott, CFP®

Sr. Wealth Advisor

Alyssa Calhoun - Wealth Advisor

Alyssa Calhoun, MBA, CFP®

Principal

Amitha Harichandran, CFP®

Partner, Sr. Wealth Advisor

Andra Reason, CPA, CFP®

Partner

Ames, West Des Moines

Andrew Shannon

Andrew Shannon, CFP®

Wealth Advisor

Anna Apodaca, CFP®, CDFA®

Partner

Anthony Lugo-Garcia, CFP®, CEPA®

Wealth Advisor

Art Haws, CPWA®, CFP®

Partner

Aubrey Keohane

Audrey Keohane, CFP®, NSSA®

Wealth Advisor

Boston – West

Austin-Lewis

Austin Lewis

Wealth Advisor

Denver – Greenwood Village

Barbara Rishel

Barbara Rishel, MBA

Sr. Wealth Advisor

Ready to get started?

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