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
Michael Van Boening

Michael Van Boening, CFP®, RICP®, CCFC

Sr. Manager, Financial Planning

Monica Hernandez

Financial Planner
Nick LoCicero headshot

Nick LoCicero

Wealth Strategist
Noah Hughes - Financial Planner

Noah Hughes

Wealth Strategist

Parker Landolf

Financial Planner
Patrick Moody

Patrick Moody

Financial Planner

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

Ready to get started?