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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Jacques Jagr

Sr. Client Development Associate

Boulder

Jahyra Robinson

Service Operations Associate

Charlotte

James Bondar

Client Development Associate

Chicago

James Werner

Sr. Manager, Client Development Associate

Fairport, New York

Jenna Taylor

Client Development Associate

Atlanta

Kimberly Maxwell

Associate Vice President

Atlanta, Naples – Downtown, Tampa, Sarasota

Kirk Fagot

Service Operations Associate

Newport Beach

Lacy Hartzler

Sr. Client Development Associate

Atlanta

Lwel Htoo

Relationship Manager

Salt Lake City

Marzena Hanek

Client Development Associate

Schaumburg

Matt Snyder

Regional Sales Associate

Murphy Adriano-Rhodes

Sr. Manager, Direct Client Development

Nikki Ivins

Sr. Client Development Associate

Portland – South

Peter Frisell

Service Operations Associate

Santa Barbara

Sam Reys

Relationship Manager

Scottsdale

Spencer Anderson

Regional Sales Associate

Stacy Reen

Sr. Client Development Associate

Morristown

Stephanie Bennett

Relationship Manager

Charlotte

Susan Evans, CFP®, CDFA®

Regional Vice President

Newport Beach

Susy Gibo

Sr. Client Development Associate

Albuquerque, Kahului, Newport Beach, San Diego, Santa Barbara, Scottsdale, Woodland Hills

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