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

Rachel Roach

Financial Planner

Susy Todd

Sr. Financial Planner
Tyler Bauer - Sr. Financial Planner

Tyler Bauer, CFP®

Wealth Strategist
William Thompson - Manager, Sr. Financial Planner

William Thompson

Wealth Strategist
Zachery Wingate - Financial Planner

Zachery Wingate

Wealth Strategist
Alexis Ragus-Wines

Alexis Ragus-Wines

Sr. Tax Manager
Amber Perez

Amber Perez

Tax Operations Specialist
Amir Mejia Hernandez

Amir Hernandez

Tax Support Specialist
Andrew Caceres

Andrew Caceres, CPA

Sr. Manager, Tax Services

Anna Kovalev

Manager, Tax Services

Bettina Marchetto

Sr. Tax Manager
Camilla-Wright

Camilla Wright

Sr. Tax Manager
Daniel Epstein

Daniel Epstein, CPA, MBA

Sr. Director, Tax Services

Ready to get started?