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.

Northeast
Midwest
Southeast
Southwest
West
Jonathan Tull

Jonathan Tull

Client Service Specialist

Jordan Shivery

Client Service Specialist
Jory Tracy headshot

Jory Tracy

Client Service Specialist

Joseph Leemon

Client Service Specialist
Josie Solorio - Client Service Specialist

Josie Gonzalez Solorio

Manager, Client Service
Joy Kaczmarek

Joy Kaczmarek

Manager, Client Service
Julie Logan, Client Service Specialist

Julie Logan

Client Service Specialist

Justin Brown

Associate Vice President

Justine Unbehend

Client Service Specialist
Kadin LaCross

Kadin LaCross

Client Service Specialist

Kaitlynn Lopez

Client Service Specialist
Kamille Morgan Image

Kamille Morgan, FPQP®

Sr. Client Service Specialist

Karin Fure

Sr. Client Service Specialist
Karin Osofsky - Client Service Specialist

Karin Osofsky

Sr. Client Service Specialist
Kate-Davidson

Kate Davidson

Sr. Client Service Specialist

Katherine (Katy) Cordeiro

Client Service Specialist

Katie Iglay

Manager of Operations

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