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
Paul Gustafson

Paul Gustafson

Talent Developer

Phuong Tran

Relationship Manager
Rachel-Gandham

Rachel Gandham

Service Operations Associate

Rasheed Jarmon

Relationship Manager

Rebecca Ehrhardt

Client Service Specialist

Rebecca Upton

Financial Planner
Bekah Pusey

Rebekah Pusey

Client Service Specialist
Renalyn Benner headshot

Renalyn Benner

Relationship Manager

Renee Hickey

Relationship Manager
Riley Baer

Riley Baer

Service Operations Associate
Riley Wank

Riley Wank

Relationship Manager
Rishi Syal headshot

Rishi Syal

Service Operations Associate

Robert (Seth) Logan

Service Operations Associate

Robert Hendrickson

Relationship Manager
Robyn Elliott

Robyn Elliott

Talent Developer
Roxanne Konieczka

Roxanne Konieczka

Service Operations Associate
Rubi Contreras Image

Rubi Contreras

Sr. Manager, Client Service

Rushil Patel

Operations Associate

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