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.

Katelyn Depew

Partner Sr. Wealth Advisor

Keenan Stout, CFP®

Partner

McLean, Richmond, Roanoke

Kyle Svetlik, CFP®

Partner

Madison, Onalaska, Green Bay, Milwaukee – Brookfield

Elisabeth Zimmerman

Lis Zimmerman, CFP®, CRPC®

Partner, Market Leader

Boston – West

Lorenzo Riley, CFP®, CIMA®, CPWA®

Principal

Woodland Hills, LA-Century City, Santa Barbara

Luc Ceci, CFP®, EA

Principal

Matt-Krensky

Matt Krensky

Partner, Regis Group

Menlo Park, San Francisco

Matthew Burke, CPA, CFP®

Partner, Business Management

Mendim Gecaj, CFP®, CPWA®

Principal

New York, Melville

Michael Raidt, CFP®

Principal

Cincinnati, Westerville, Indianapolis, Pittsburgh

Michael Snider, CFP®, ChFC®

Principal

Livonia, Ann Arbor, Troy

Mike Gandy

Mike Gandy, CFP®, CFA®, CPA

Principal

Nadia Keric, CFP®

Partner

Nick Lyons, CFP®

Principal

Paul Meyer - Sr Wealth Advisor

Paul Meyer

Sr. Partner, Regis Group

Peter Gifford

Partner, Sr. Wealth Advisor

Menlo Park, San Francisco

Rich Davtyan - Sr. Wealth Advisor

Rich Davtyan, CFP®

Principal

LA-Century City

Richard Singer, MBA

Partner, Sr. Wealth Advisor

Ryan Frankel, CFP®

Principal

Sarasota, Boca Raton, Tampa, Naples – Downtown

Sarah Cannon

Sarah Cannon, CFP®

Principal

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