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.

Midwest
Northeast
Southeast
Southwest
West

Daniel Cook

Financial Planner

Daniel Lime, CFP®

Sr. Financial Planner

Elia Weg

Financial Planner
Evan Salter headshot

Evan Salter

Financial Planner
Federico Avendano - Financial Planner

Federico Avendano

Wealth Strategist
Grant Wilson

Grant Wilson

Manager, Wealth Strategist
Haana Frannk

Haana Frank, CFP®

Director, Financial Planning

Harrison Sedmak

Financial Planner

Harrison Vogel

Financial Planner

Jacob Cedor

Financial Planner

Jarrod Brock

Financial Planner
Jennifer Baick

Jennifer Baick, MBA, CFP®, CDFA

VP, Financial Planning Group
Jim-Bagnato

Jim Bagnato, CFP®, RICP®

Manager, Sr. Financial Planner
Joanna Geier - Sr. Financial Planner

Joanna Geier, FPQPTM, CFP

Sr. Wealth Strategist, Ascend

Ready to get started?