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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Sarai Covell

Director, Client Service Operations

Sasha Onoh

Client Service Specialist

Scott Berkson, AIF®

Operations Manager

Scott Hancock

Sr. Client Service Specialist

Albuquerque, Boulder, Denver

Shannon Clapp

Relationship Manager

Dallas – Park Cities

Shannon Clough

Client Service Specialist

Denver – Greenwood Village, Denver

Shanon Lee

Client Service Specialist

Sharon Littell

Sharon Littell

Sr. Client Service Specialist

Shaya Reiisieh

Client Service Specialist

Sierra Talbutt

Sr. Client Service Specialist

Boise – Downtown, Boise, Eagle

Skylor Carroll

Service Operations Associate

Sonja Johnson

Client Service Specialist

Dallas – Park Cities

Stacie Hostetler

Sr. Client Service Specialist

Stacy Strawn

Stacy Strawn

Sr. Client Service Specialist

Stefan Madaffari

Relationship Manager

Stephanie Bennett

Relationship Manager

Sue Ross-Wentworth

Relationship Manager

Summer Miles operations manager

Summer Miles, Sr. Client Service Specialist

Sr. Client Service Specialist

Susan Feiste

Manager, National Client Service

Suzanne Guzaitis

Relationship Manager

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