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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Gracie Tiedeman

Client Service Specialist

Denver – Greenwood Village, Denver

Gracie Zapata

Talent Developer

Scottsdale

Haiden Bowman

Director, Client Service

Springfield

Haley Mitchell

Service Operations Associate

Dallas – Park Cities

Halley Craig, CFP®

Relationship Manager

Mill Valley

Helen Berlin

Client Service Specialist

New York

Ian Smith

Client Service Specialist

LA-Century City

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 – Scripps Ranch

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