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.

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Kurt Vogel

Relationship Manager

Encino

LaShawn Jenkins

Sr. Client Service Specialist

Hunt Valley

Laura Madariaga

Lead Client Service Specialist

Newport Beach

Laura Thompson

Sr. Director, Client Development

Houston, Austin, Bartlesville, Dallas – Park Cities, Ponca City, Covington

Lauren Schellhammer

Manager, Client Service

Radnor

Lauren Zirtzman

Relationship Manager

Oklahoma City

Laurie Macielinski

Sr. Client Service Specialist

Portland – South

Leigh Edwards

Client Service Specialist

Cincinnati

Leigh Rogers

Service Operations Associate

Columbus

Lenda Sandoval

Manager, Client Service

Houston

Lillian Patrikios

Sr. Client Service Specialist

Atlanta, Naples – Downtown, Tampa, Sarasota

Lily Jackson

Client Service Specialist

Portland

Lindsay Perella

Relationship Manager

Lindsey Cross

Relationship Manage

Cincinnati

Lindsey Starostka

Client Service Specialist

West Des Moines

Lisa Butler, FPQP®

Manager, Client Service

Franklin

Lisa Dellinger

Manager, Client Service

Roanoke

Lisa J. Miller, FPQP^™

Manager of Operations

Westerville

Lisa Sowls

Manager, Client Service

Madison

Liz Kreft

Client Service Specialist

McLean

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