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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Madeline Bradley

Sr. Client Service Specialist

Portage

Madelyn Fritz

Client Service Specialist

Scottsdale

Madison Cosgriff

Client Service Specialist

Naples

Manasa Konduri

Client Service Specialist

Chesterfield

Maria Baylon

Manager, Client Service

Indian Wells, San Diego – Sorrento Valley

Marie Levinsky

Sr. Client Service Specialist

Hockessin

Marjan Mahdavi

Manager, Client Service

Newport Beach

Mark Pavlics

Manager, Client Service

Santa Barbara

Marlie Montgomery

Client Service Specialist

Cincinnati, Columbus

Marny Swindell

Relationship Manager

Martha Kilfoy

Client Service Specialist

Newport Beach

Mary Ann Sullivan

Sr. Client Service Specialist

Walnut Creek

Mary Elizabeth Clifford

Relationship Manager

Dallas – Park Cities

Mary Ellen Furlong

Client Service Specialist

Lexington, Louisville

Mary Hamshou

Sr. Manager, Client Service

Bellevue, Portland, Portland – South

Mary Mortensen

Client Service Specialist

Minneapolis

Mary Romanak

Service Operations Associate

Portage

Mathew Carrigy

Sr. Client Service Specialist

Morristown

Matthew Crow

Managing Director, Channel Client Development

Newport Beach

Mattijs Ossorio

Associate Vice President, Client Development

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