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

Patricia (Patsy) Goodrich

National Client Service Specialist
Patrick Bacon

Patrick Bacon

Client Service Specialist
Paul Gustafson

Paul Gustafson

Client Service Specialist

Phuong Tran

Relationship Manager
Piper Baker

Piper Baker

National Client Service Specialist
Rachel-Gandham

Rachel Gandham

Client Service Specialist

Rasheed Jarmon

Client Service Specialist

Rebecca Ehrhardt

Client Service Specialist

Rebecca Upton

Financial Planner
Renalyn Benner headshot

Renalyn Benner

Sr. Client Service Specialist

Renee Hickey

Relationship Manager
Riley Baer

Riley Baer

Client Service Specialist
Riley Wank

Riley Wank

Client Service Specialist
Rishi Syal headshot

Rishi Syal

Client Service Specialist

Robert Hendrickson

Sr. Client Service Specialist
Robyn Elliott

Robyn Elliott

National Client Service Specialist
Roxanne Konieczka

Roxanne Konieczka

Client Service Specialist
Rubi Contreras Image

Rubi Contreras

Sr. Manager, Client Service

Ryan Young

Relationship Manager

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