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
Southeast
Southwest
West

Chris Lang

Client Service Specialist
Dawn Santeford headshot

Dawn Santeford

Client Service Specialist
D Rhodey

Denise Rhodey

Manager, Client Service

Erin Larsen

Client Service Specialist

Erin Wheatcraft, FPQP™

Client Service Manager, Wealth Path Group
Gracie Zapata

Gracie Zapata

Client Service Specialist
JoAnn Ferradino

JoAnn Ferradino

Sr. Client Service Specialist

Laurie Macielinski

Sr. Client Service Specialist

Lily Jackson

Client Service Specialist
Madelyn Fritz

Madelyn Fritz

Client Service Specialist
Mary Hamshou

Mary Hamshou

Sr. Manager, Client Service

Mehdi Fernando

Manager, Client Service

Michon McCabe

Client Service Specialist
Piper Baker

Piper Baker

National Client Service Specialist

Ready to get started?