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
Lenda Sandoval headshot

Lenda Sandoval

Manager, Client Service

Lily Jackson

Client Service Specialist
Lindsey Starostka

Lindsey Starostka

Client Service Specialist

Lisa Butler, FPQP®

Manager, Client Service

Lisa Dellinger

Manager, Client Service

Lisa J. Miller, FPQP

Manager of Operations
Lisa Sowls - Manager, Client Service

Lisa Sowls

Manager, Client Service

Liz Kreft

Client Service Specialist
Luana Savoreto Puglisi

Luana Puglisi

Manager, Client Service

Lucas Hallal

Client Service Specialist

Luis Seaman Valles

Client Service Specialist
Luke Jackson headshot

Luke Jackson, CFP®

Financial Planner

Madeline Bradley

Sr. Client Service Specialist
Madelyn Fritz

Madelyn Fritz

Client Service Specialist

Madison Cosgriff

Client Service Specialist
Manasa Konduri

Manasa Konduri

Client Service Specialist
Marie Levinsky

Marie Levinsky

Sr. Client Service Specialist

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