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.

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Jessica Rowe

Sr. Client Service Specialist

Austin

Jessica Villarin

Client Service Specialist

San Diego

Jiany Lindsey

Client Service Specialist

Morristown

Jill Abell

Manager, Client Service

Bend – Downtown, Bend

Jill Varnum

Manager, Client Service

Atlanta

Jillian Breyne

Relationship Manager

JoAnn Ferradino

Sr. Client Service Specialist

Albuquerque, Scottsdale

Jody Wyatt

Sr. Client Service Specialist

Richmond

Joe Scotti

Client Service Specialist

New York

Jonathan Davenport

Business Manager

Woodland Hills

Jonathan Pusey

Service Operations Associate

Richmond

Jonathan Tull

Client Service Specialist

San Diego

Jordan Chambers-Blair

Service Operations Associate

Dallas – Park Cities

Jordan Shivery

Client Service Specialist

Hunt Valley

Jory Tracy

Client Service Specialist

Ann Arbor

Jose Donayre

Service Operations Associate

Sun Valley, Boise, Boise – Downtown, Eagle

Jose Garcia

Sr. Client Service Specialist

Boca Raton

Joseph Leemon

Client Service Specialist

Troy

Joshua Block

Wealth Strategist

Josie Solorio - Client Service Specialist

Josie Gonzalez Solorio

Sr. Manager, Client Service

Walnut Creek

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