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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Alan Davis

Wealth Advisor

Alan McKnight, DBA, CFP®

Sr. Wealth Advisor

Alex Gangl

Alex Gangl, CFP®, CFA®, CEPA®

Sr. Wealth Advisor

Alex Miles

Alex Miles

Sr. Wealth Advisor

Alex Olshanakiy

Financial Planner

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®

Wealth Advisor

Amitha Harichandran, CFP®

Partner, Sr. Wealth Advisor

Andra Reason, CPA, CFP®

Sr Wealth Advisor, Director

Ames, West Des Moines

Andrew Shannon

Andrew Shannon, CFP®

Wealth Advisor

Anna Apodaca, CFP®, CDFA®

Wealth Advisor, Director

Anthony Lugo-Garcia

Anthony Lugo-Garcia, CFP®, CEPA®

Wealth Advisor

Art Haws, CPWA®, CFP®

Sr. Wealth Advisor, Director

Audrey Keohane, CFP®, NSSA®

Wealth Advisor I

Boston – West

Austin-Lewis

Austin Lewis

Wealth Advisor

Denver – Greenwood Village

Barbara Rishel

Barbara Rishel, MBA

Sr. Wealth Advisor

Barry Cohen

Barry Cohen, CPA, CFP®, CIMA®, CPWA®

Sr. Wealth Advisor

B Gyulambaryan

Ben Gyulambaryan, CFP®

Sr. Wealth Advisor

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