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

Renee Weston, WMCP®

Regional Vice President

Daniel Lime, CFP®

Sr. Financial Planner

Monica Hernandez

Financial Planner
G Alger

Greg Alger

Unique Asset Manager

Obed Garcia

Retirement Plan Specialist

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