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
Andrea Aranguiz

Andrea Aranguiz

Senior Client Service Specialist

Andrew Glick

Client Service Specialist

Andy Cawood

Client Service Specialist

Angela Piccioni

Client Service Specialist

Angela Schnepp

Client Service Specialist
Angela Tucker

Angela Tucker, MS, CFP®

Sr. Manager, Client Service
Angelo Altoveros

Angelo Altoveros

Client Service Specialist
Anika Turc headshot

Anika Turc

Sr. Client Service Specialist

Anna Roper

Client Service Specialist

Anna Seckular

Head of Corporate Executive Wealth Partnership
Anne Kerrigan headshot

Anne Kerrigan

Client Service Specialist

April Hernandez

Client Service Specialist
Arevik Manukyan - Manager, Client Service

Arevik Manukyan

Manager, Client Service

Ashley Callan

Client Service Specialist
Ashley-Vaughn

Ashley Vaughn

National Client Service Specialist

Austin Wong

Relationship Manager

Ayman Azabo

Sr. Client Service Specialist

Azure Celestine

Client Service Specialist
Barbara Barreca headshot

Barbara Barreca

Client Service Specialist

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