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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Isabel Brewster

Client Service Specialist

Boulder, Denver

Isaiah Awe

Client Service Specialist

Houston

Ivan Lopez Colon

Sr. Client Service Specialist

Atlanta

Jack Robertson

Service Operations Associate

Jack Rumohr

Client Service Specialist

Jaclyn Aragon

Relationship Manager

Walnut Creek

Jade Lamas

Client Service Specialist

Santa Barbara

Jade Warren

Client Service Specialist

Santa Barbara

Jahyra Robinson

Service Operations Associate

Charlotte

Jake Ratana

Service Operations Associate

Walnut Creek

Janice Donovan

Sr. Client Service Specialist

Fairport

Jann Leonard

Service Operations Associate

Walnut Creek

Jared Greenberger, WMS™

Service Operations Associate

San Diego

Jasmine Honda

Client Service Specialist

Newport Beach

Jeff Theado, MBA

Relationship Manager

Columbus

Jefferson Bell, FPQP®

Relationship Manager

Atlanta

Jen Montero, FPQP™

Sr. Client Service Specialist

Allentown

Jesse Mignone

Manager, Client Service

Melville, New York

Jessica Livingston

Sr. Client Service Specialist

Springfield

Jessica Rowe

Sr. Client Service Specialist

Austin

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