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
Christopher Varney

Christopher Varney, JD

Sr. Estate Planning Strategist

Dan Porter

Sr. Estate Planning Strategist
Dani Prorok - Estate Planning Service Specialist

Dani Prorok

Estate Planning Service Specialist

Danielle Read

Manager, Estate Planning Service
Emma Osborne

Emma Osborne

Sr. Estate Planning Strategist

Evan Fingert

Estate Planning Strategist

Florencia Marconetti

Estate Planning Service Specialist

Gabriella Bitar, J.D.

Estate Planning Strategist
Gabriella Pizzoferrato - Estate Planning Strategist

Gabriella Pizzoferrato, JD

Estate Planning Strategist

Heather Johnson

Estate Planning Service Specialist
James Johnstone - Sr. Estate Planning Strategist

James Johnstone

Sr. Estate Planning Strategist

Jasna Veledar

Director, Estate Planning
Jenna Elliott Photo

Jenna Elliott, JD, LL.M.

VP, Estate Planning

Kaya Law

Manager, Estate Planning Service

Kelly Haffner

Estate Planning Strategist

Kelly Rosa

Estate Planning Service Specialist

Linda Adams

Estate Planning Service Specialist
Marcela Carreon Headshot

Marcela Carreon

Estate Planning Service Specialist
Melinda Schlinsog

Melinda Schlinsog

Estate Planning Strategist

Rebecca Rushton

Sr. Estate Planning Strategist

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