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

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Charles Pastor

Sr. Financial Planner

Harrison Sedmak

Financial Planner
Jim-Bagnato

Jim Bagnato, CFP®

Financial Planner
Michael Van Boening

Michael Van Boening, CFP®, RICP®, CCFC

Sr. Manager, Financial Planning
Andrea Aranguiz

Andrea Aranguiz

Senior Client Service Specialist

Anna Roper

Client Service Specialist
Barbara Barreca headshot

Barbara Barreca

Client Service Specialist
Isabel-Brewster

Isabel Brewster

Client Service Specialist
Julie Logan, Client Service Specialist

Julie Logan

Client Service Specialist

Mattijs Ossorio

Associate Vice President
Max Brown

Max Brown

Client Service Specialist
Nadege Maximin-Fiester headshot

Nadege Maximin-Fiester

Manager, Client Service
Nicholas Kneibert headshot

Nicholas Kneibert

Financial Planner
Nicole Hankins - Sr. Client Service Specialist

Nicole Hankins

Sr. Client Service Specialist
Nina Hernandez

Nina Hernandez

Client Service Manager

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