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
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Lindsay Stuart, CFP®

Manager, Sr. Financial Planner

Stephanie Moersfelder

Sr. Financial Planner
Theresa Bedard

Theresa Bedard

Manager, Portfolio Consultant

Hans Doorn, CPA

Director, Tax Services

Lucas Verstegen

Sr. Tax Manager

Brody Faltermeyer

Partner Integration Associate Project Manager

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