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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Virginia Rutland

Client Service Specialist

Atlanta

Vivian Covert

Client Service Specialist

Denver

Wendy Reeves, WMS℠

Relationship Manager

Walnut Creek

Yasmin McLocklin

Sr. Client Service Specialist

Atlanta

Yvette Angora

Lead Account Operations Specialist

Zach Butler

Client Service Specialist

Denver – Greenwood Village

Zachary Desjardins

Client Service Specialist

Tampa, Sarasota, Naples – Downtown

Zhanar Jerew

Client Service Specialist

San Diego – Sorrento Valley

Alicia Smith

Director of Client Development – HNW Program Manager

Atlanta

Ander Belategui

Manager, Management & Performance Analytics, Business Intelligence

Boston – West

Bryan Powers, CFP^®

Executive Managing Partner

Emily O’Neill

Sr. Director, Employee Wealth Programs

Oklahoma City

Laura Thompson

Sr. Director, Client Development

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

Will Mannon

Executive Managing Partner

Austin Minor

Regional Vice President

Boston – West, Fairport, Nashua, Old Lyme, Peabody, West Hartford, Westport, Woodbridge, Hingham

Belinda Richardson

Regional Vice President

Oklahoma City

Christopher Sporer, CFP®

Regional Vice President

Chicago

David Ricci, CFP®

Regional Vice President

Scottsdale, Albuquerque, Tucson, Indian Wells, San Diego, Santa Barbara, Newport Beach, San Diego – Sorrento Valley

Duncan Wilk, CFP®

Regional Vice President

Bellevue, Sun Valley, Portland, Portland – South, Spokane, Bend – Downtown, Bend

G. Merrick Estes, Jr.

Managing Partner

Atlanta, Asheville, Charlotte, Raleigh, Durham, Boca Raton, Orlando, Jacksonville, Sarasota, Tampa, Franklin, Gallatin, Naples

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