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

Lisa Dellinger

Manager, Client Service

Liz Kreft

Client Service Specialist
Luke Jackson headshot

Luke Jackson, CFP®

Financial Planner

Michael O’Brien

Financial Planner

Narai Henderson

Client Service Specialist

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