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

Brian Oberle

Regional Vice President

Josh Frazier

Financial Planner

Amy Ganz

Director, Investment Governance & Strategic Engagement

Jaydn David, J.D., LL.M.

Estate Planning Strategist

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