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.

Bob Burlinson

Bob Burlinson

Sr. Director, Private Investments

Menlo Park, San Francisco

B Wissinger

Brandon Wissinger, CFP®

Sr. Wealth Advisor

Brent Kerstetter, CFP®, MBA

Sr. Wealth Advisor, Director

Brett Landstrom

Brett Landstrom, MBA, CFP®, ChFC®, CLU®, RICP®

Sr. Wealth Advisor

Denver, Denver – Tech Center, Omaha

Brian Jellig, CFP®

RVP, Wealth Advisor

Brian Norris

Sr. Wealth Advisor

Coeur d’Alene, Spokane

Brian Estep, Wealth Advisor

Brian P.A. Estep, CFP®, CIMA®, AIF®

Wealth Advisor

Brian Samson - Managing Director

Brian Samson

Managing Director

Denver – Greenwood Village

Brian Smyth

Brian Smyth

Wealth Advisor

Brittany Rice

Brittany Rice, CFP®, CDFA®

Sr. Wealth Advisor

Boulder, Denver, Denver – Greenwood Village

Bruce Bendell Image

Bruce R. Bendell, CPA, PFS

Sr. Wealth Advisor

Denver – Greenwood Village

Bryan Bielawski

Bryan Bielawski, CPA, CFA

Sr. Wealth Advisor

Carin Roman

Carin Roman, CFP^®

Wealth Advisor

Carl Larimore

Carl Larimore, MS, MBA, AEP, CFP®

Sr. Wealth Advisor, Sr. Director

Bartlesville, Dallas – Park Cities, Ponca City

Carol Ann Casebolt, CFP®

Wealth Advisor

Chadwick Dickison - Wealth Advisor

Chadwick Dickison

Wealth Advisor

Chandler Ferguson, CFP®, CIMA®

Sr. Wealth Advisor

Dallas – Park Cities

Charles Recchion

Wealth Advisor

Chris-Gomez

Chris Gomez, CFP®

Wealth Advisor

LA-Century City

Chris Kalafatis

Chris Kalafatis

Ready to get started?

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