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
Josie Solorio - Client Service Specialist

Josie Gonzalez Solorio

Manager, Client Service

Kevin Shannon

Sr. Relationship Manager

Mary Ann Sullivan

Sr. Client Service Specialist

Melody Manzanedo

Manager, Client Service

Moises Juarez

Relationship Manager
Naeshia Mota

Naeshia Mota

Manager, National Client Service Specialist
Owen Good headshot

Owen Good

Relationship Manager

Phuong Tran

Relationship Manager

Ryan Young

Relationship Manager

Sarah Biser

Relationship Associate

Shiraz Baig

Client Service Specialist

Suzanne Guzaitis

Relationship Manager
T Thomasson

Tanya Thomasson, CFP®

Sr Director, Client Service – Regis Group & PM
Tess Gold headshot

Tess Gold, IACCP®

Sr. M&A Comp Analyst
Andrew Beck

Andrew Beck, MBA

Sr. Vice President

Darren Gee

Regional Vice President
T Kallas

Tim Kallas

Sr. Vice President
F Xuereb

Fred Xuereb

Sr. Client Development Associate

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