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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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, Pittsburgh

Jonathan Wilson, CFP®, EA

Sr. Wealth Advisor

Charlotte

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

Regional Vice President

New York, Melville

Kent Thomson, CRPC®

Regional Vice President

Scottsdale

Kevin Dillon, CFP®, CRPC®

Sr. Vice President

Allentown, Cherry Hill, Hockessin, Morristown, Radnor

Kevin Meyersburg

Regional Vice President

New York, Morristown

Leah Manderson

Regional Vice President

Atlanta, Macon, Blairsville

Lisa Goodman

Sr. Vice President

Newport Beach, San Diego

Marc A. Normann

Sr. Vice President

Albuquerque, San Diego, Scottsdale

Max Bromley

Regional Vice President

Schaumburg

Mckenna Wieser, CFP®

Regional Vice President

Boulder, Colorado Springs, Denver – Cherry Creek, Denver – Greenwood Village, Fort Collins, Frisco, Denver

Mike Turley

Regional Vice President

Mitch Fiereck, CFP®, CRPC®, APMA®

Regional Vice President

Green Bay, Madison, Minneapolis, Onalaska, Milwaukee – Brookfield

Pablo Fitting

Regional Vice President

Renee Weston, WMCP®

Regional Vice President

Houston

Rich Munneke

Regional Vice President

Scottsdale

Rose Cooke

Regional Vice President

Naples – Downtown

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