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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Marie Levinsky

Sr. Client Service Specialist

Hockessin

Mark Pavlics

Manager, Client Service

Santa Barbara

Marlie Montgomery

Client Service Specialist

Cincinnati, Westerville

Marny Swindell

Relationship Manager

Martha Kilfoy

Client Service Specialist

Newport Beach

Mary Ann Sullivan

Relationship Manager

Walnut Creek

Mary Elizabeth Clifford

Relationship Manager

Dallas – Park Cities

Mary Ellen Furlong

Client Service Specialist

Lexington, Louisville

Mary Hamshou

Sr. Manager, Client Service

Bellevue, Portland, Portland – South

Mary Mortensen

Client Service Specialist

Minneapolis

Mary Romanak

Service Operations Associate

Portage

Mason Creekmore

Relationship Manager

Morristown

Mathew Carrigy

Sr. Client Service Specialist

Morristown

Matthew Crow

Managing Director, Channel Client Development

Newport Beach

Max Brown

Client Service Specialist

Boulder, Denver

Meagan Blazier

Client Service Specialist

Livonia

Meghan Frank

Client Service Specialist

Onalaska, Schaumburg

Mehdi Fernando

Manager, Client Service

Scottsdale

Melissa Cleghorn

Client Service Specialist

Fort Worth – Colleyville

Melissa Patenaude

Relationship Manager

Houston

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