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
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Yasmin McLocklin

Yasmin McLocklin

Sr. Client Service Specialist

Alicia Smith

Director of Client Development – HNW Program Manager

Adam Lee, CFP®

Sr. Vice President
Leah Manderson

Leah Manderson

Regional Vice President

Jenna Taylor

Client Development Associate

Lacy Hartzler

Sr. Client Development Associate

Cameron Holt

Financial Planner
Camryn Norman

Camryn Norman

Sr. Financial Planner
Patrick Moody

Patrick Moody

Financial Planner
Sherise Johnson - Sr. Retirement Plan Specialist

Sherise Johnson

Sr. Retirement Plan Specialist

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