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

Beck Santanella

Client Service Specialist
Becky Leslie

Becky Leslie

Client Service Specialist

Ben Brandel

Client Service Specialist
BENJAMIN SJODIN Sr Client Service Specialist

Benjamin Sjodin

Relationship Manager

Blanca Ceja

Sr. Client Service Specialist

Bora Yucekul

Client Development Associate
Brad Cwienk headshot

Brad Cwienk

Client Service Specialist

Brandon Kelley

Sr. Client Service Specialist

Brian Pahl

Client Service Specialist Broker – Dealer

Brittani Woodruff

Sr. Client Service Specialist
Brittany Benvenuto

Brittany Benvenuto

Sr. Manager, Client Service

Caitlin Smith

Sr. Client Service Specialist
Candace Davis headshot

Candace Davis

Sr. Client Service Specialist

Carolyn Ann Muller

Client Service Specialist

Carrie Dlamini

Client Service Specialist

Carson Durham

Client Service Specialist

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