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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Ellie Johnson

Ellie Johnson

Client Development Associate

Eric Sirjord - Regional Vice President

Eric Sirjord

Regional Vice President

Boulder, Denver

Garret Ring - Regional Vice President

Garret Ring

Regional Vice President

Geoff Nelson

Geoff Nelson, MBA, CFP®

Regional Vice President

Houston, Austin, San Antonio

George Bruneau

George Bruneau

Regional Vice President

Bartlesville, Dallas – Park Cities, Fort Worth – Colleyville, Plano, Ponca City

Jackie Steczkowski

Regional Sales Associate

James Kennedy

Client Development Associate

John Mazzei

John Mazzei, CFP®

Regional Vice President

Dallas – Park Cities, Fort Worth – Colleyville, Ponca City, Rockwall, Bartlesville, Plano, Granbury

John Walker

Regional Vice President

Cherry Hill, Radnor

Jonathan Wilson, CFP®, EA

Sr. Wealth Advisor

Jordan Holland, CFP®

Regional Vice President

Sugar Land, Houston

Kaz Woodward, CFP®, CPWA®

Regional Vice President

Branson, Springfield, Chesterfield, Ames, West Des Moines, Leawood

Kelly Gaur

Kelly Gaur

Regional Vice President

New York, Manhasset

Kent Thomson

Kent Thomson

Regional Vice President

Kevin Dillon, CFP®, CRPC®

Regional Vice President

Allentown, Cherry Hill, Hockessin, Manhasset, Morristown, New York, Radnor

Kevin Meyersburg

Kevin Meyersburg

Regional Vice President

New York, Morristown

Leah Manderson

Leah Manderson

Regional Vice President

Atlanta, Macon, Blairsville

Lisa Goodman

Regional Vice President

Newport Beach, San Diego

Marc A. Normann

Sr. Vice President

Albuquerque, San Diego, Scottsdale

Marcus Williams

Marcus Christopher Williams, CFP®

Regional Vice President

New York, Manhasset

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