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.

Search results for:

Role: Executives

Clear All Filters

Amir Mejia Hernandez

Amir Hernandez

Tax Support Specialist

Amitha Harichandran, CFP®

Partner, Sr. Wealth Advisor

Amy Boyd, CFP®

Sr. Financial Planner

Amy Ruffing

Manager, Client Service

Austin, Houston

Andra Reason, CPA, CFP®

Sr Wealth Advisor, Director

Ames, West Des Moines

Andrea Aranguiz

Andrea Aranguiz

Senior Client Service Specialist

Denver, Denver – Greenwood Village

Andréa-Royster

Andrea Royster

Retirement Plan Specialist

Andrea Shieh - Sr. Investment Strategist

Andrea Shieh, CFP®, CIMA

Sr. Investment Strategist

Andrew Beck

Andrew Beck, MBA

Sr. Vice President

Andrew Caceres

Andrew Caceres, CPA

Sr. Manager, Tax Services

Andrew Glick

Client Service Specialist

Andrew Medders, CFP®

Sr. Wealth Advisor, Sr. Director

Andrew Shannon

Andrew Shannon, CFP®

Wealth Advisor

Andrew Thompson

Andrew Thompson

Regional Vice President

Angela Piccioni

Client Service Specialist

Angela Tucker

Angela Tucker, MS, CFP®

Sr. Manager, Client Service

Atlanta, Blairsville, Macon

Angelo Altoveros

Angelo Altoveros

Client Service Specialist

Anika Turc

Sr. Client Service Specialist

Dallas – Park Cities

Anna Apodaca, CFP®, CDFA®

Wealth Advisor, Director

Anna Dominique Mendoza

Tax Associate

LA-Century City

Ready to get started?

Explore More

Guys chatting about investing in secondaries in private markets

Investment Management

Investing in Secondaries in Private Markets

December 16, 2025

Estate Planning

What Is a Qualified Charitable Distribution (QCD)?

December 15, 2025

Family & Health

Trump Accounts Explained: Rules, Benefits, and How to Get Started

December 12, 2025

Continue Browsing