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
Phil Gellada

Phil-Joseph Gellada

Sr. Tax Associate

Rouba Khzam

Sr. Tax Advisor

Sarah Bolen

Tax Manager
Stevan Downs

Stevan Downs

Sr. Manager, Tax Services

Steven Elliott

Tax Director
Thomas Gibbs

Thomas Gibbs

Tax Manager
Tom Lacock headshot

Tom Lacock

Tax Manager

Tyler Matthews

Sr. Tax Associate
Vicky Joo

Vicky Joo

Tax Manager
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

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