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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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

Melissa Vance

Sr. Client Service Specialist

Atlanta

Melody Manzanedo

Manager, Client Service

Walnut Creek

Merideth Gillis

Client Service Specialist

Livonia, Onalaska, Traverse City

Mia Boteler

Client Service Specialist

Spokane

Michael Caponera

Assistant Account Manager

Indian Wells

Michael Olmert

Relationship Manager

Atlanta

Michon McCabe

Client Service Specialist

Portland – South

Mikayla Ploof

Client Service Specialist

Lake Placid

Miles Hale

Client Service Specialist

Santa Barbara

Miranda Nusbaum

Sr. Client Service Specialist

Bend, Bend – Downtown

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