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.

Richard Coles - Sr. Wealth Advisor

Richard Coles, CFP®, CDFA®

Sr. Wealth Advisor

Richard Singer, MBA

Partner, Sr. Wealth Advisor

Scott Neal - Sr. Wealth Advisor

Scott Neal, CFP®, CPA

Sr. Wealth Advisor

Lexington, Louisville

Susan Travis

Susan Travis, CFP^®, AEP^®, CTFA

Partner, Regis Group

Austin, Covington, Houston, League City, The Woodlands

Tom Whited

Partner

Aaron Langston

Aaron Langston, CFP®, EA

Sr. Vice President and Wealth Advisor

Adam Frinsco, CFP®, CMT, ChSNC®

Sr. Wealth Advisor

Austin, Houston

Adam Govani

Adam Govani, CFP®

Wealth Advisor

Adam Oliver Image

Adam Oliver, CFP®

Wealth Advisor

Denver – Greenwood Village

Adelaide Magee

Addy Magee, CFP®

Wealth Advisor

Boston – West

Alan Davis

Wealth Advisor

Alan McKnight, DBA, CFP®

Sr. Wealth Advisor

Alec Quaid, CFP®

Wealth Advisor

Denver – Greenwood Village, Jackson

Aleksandr Olshanaskiy

Financial Planner

Alex Miles

Alex Miles

Partner

Alexa Willis

Alexa Willis, CFP®

Wealth Advisor

Alexis Dudley, CFP®, CAP®

Wealth Advisor

Alice McDermott

Alice McDermott, CFP®

Sr. Wealth Advisor

Alicia-Carinalli

Alicia Carinalli, CFP®

Wealth Advisor

Boise – Downtown, Boise, Eagle, Sun Valley

Alicia Chiamulera, CFP®

Wealth Advisor

Ready to get started?

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