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
Xin Zhu

Xin Zhu

Tax Manager

Yesenia Ramirez

Sr. Tax Associate
Yuliia Das image

Yuliia Das

Sr. Tax Associate

Amber Murphy

Senior Investment Strategist

Amy Ganz

Director, Investment Governance & Strategic Engagement
Andrea Shieh - Sr. Investment Strategist

Andrea Shieh, CFP®, CIMA

Sr. Investment Strategist
Austin-Burks

Austin Burks, CFA®

Sr. Portfolio Manager
Brett Thomas - Portfolio Manager

Brett Thomas

Research Manager
Camille McCalla headshot

Camille McCalla, MS

Portfolio Consultant

Cathy Hoang

Lead Portfolio Operations Specialist

Craig Weidenfeller

Portfolio Operations Manager

Daniel Maurer

Lead Trader

David Krakauer, CFA®, CRPS®

Vice President, Portfolio Management

David Simpson, CFP®, CFA®

Sr. Investment Strategist
G Alger

Greg Alger

Unique Asset Manager

Henry Lao, CFA

Vice President, Investments

John Lee

Senior Portfolio Accounting Specialist

Jonathan Gossens, CFA®

Sr. Investment Strategist

Liliana Huerta

Portfolio Operations Specialist

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