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
Karin Osofsky - Client Service Specialist

Karin Osofsky

Sr. Client Service Specialist
Kate-Davidson

Kate Davidson

Sr. Client Service Specialist

Katherine (Katy) Cordeiro

Client Service Specialist

Katie Miceli

Director of Operations

Kayti Junell

Client Service Specialist

Kelsey Holdridge

Client Service Specialist

Kelsie Fernandez

Client Service Specialist
Kevin Moriarty

Kevin Moriarty

Sr. Client Service Specialist

Kevin Shannon

Sr. Relationship Manager
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Kimberly Crawford

Operations Manager
Kimi Rice - Client Service Specialist

Kimi Rice, CFP®

Client Service Specialist

Kirsten Sandberg

Regional Vice President, Direct

Kobrah McFaden

National Client Service Specialist
Kris Prince

Kris Prince

Manager, Client Service
Krista Palakiko

Krista-Arlene Palakiko

Sr. Client Service Specialist
Kristina Gillis-Phelps

Kristina Gillis-Phelps

Client Service Specialist

LaShawn Jenkins

Sr. Client Service Specialist
Laura Madariaga

Laura Madariaga

Lead Client Service Specialist

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