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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Glen Minton, CFP®

Sr. Vice President

Austin, Houston, Covington, San Antonio, League City, Sugar Land, The Woodlands, Starkville

Jeff Blum

Regional Vice President

Walnut Creek, San Francisco, Menlo Park, Roseville, Reno, Mountain View – Silicon Valley

Kristen Comeau

Regional Vice President

McLean, Roanoke, Richmond, Washington, DC, Owings Mills, Hunt Valley

Lucas Schwaller, CTFA®, CES®

Managing Director, Community Client Development

Minneapolis, Onalaska, Green Bay, Madison, Schaumburg, Chicago

Raul Palma

Regional Vice President

Santa Barbara, Kahului, LA-Century City, Pasadena, Woodland Hills

Tommy Azoury

Regional Vice President

Santa Barbara

Adam Deskins, CFP®, ChFC®

Regional Vice President

Raleigh

Adam Lee, CFP®

Sr. Vice President

Atlanta

Alex Krenek

Regional Vice President

Portland

Andrew Beck, MBA

Sr. Vice President

Walnut Creek

Andrew Thompson

Regional Vice President

Denver

Anthony (Tony) Strittholt, CRPC®, CEPA®

Regional Vice President

Cincinnati, Indianapolis, Pittsburgh

Anthony Flores

Regional Vice President

Tampa

Anthony Koehler, CFP®, MBA

Regional Vice President

Ann Arbor, Livonia, Portage, Traverse City, Troy

Ben Stephenson, CFP®, ChFC®, CFS®

Regional Vice President

Newport Beach

Bob Kinnie

Regional Vice President

West Hartford, Woodbridge, Westport, Old Lyme

Brendan Archibald, CFP®

Regional Vice President

Newport Beach, San Diego – Sorrento Valley

Brett Sperin

Sr. Vice President

Sarasota, Tampa, Naples – Downtown

Brian Holmes

Regional Vice President

Brian Oberle

Regional Vice President

McLean

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