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
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Southwest
West

Marjan Madavi

Manager, Client Service
Marlie Montgomery headshot

Marlie Montgomery

Client Service Specialist
Martha Kilfoy

Martha Kilfoy

Client Service Specialist
Mary-Furlong

Mary Ellen Furlong

Client Service Specialist
Mary Hamshou

Mary Hamshou

Sr. Manager, Client Service
Mary Mortensen - Client Service Specialist

Mary Mortensen

Client Service Specialist

Mary Romanak

Client Service Specialist
Mathew Carrigy headshot

Mathew Carrigy

Sr. Client Service Specialist

Matthew Crow

Managing Director, Channel Client Development

Mattijs Ossorio

Associate Vice President

Maureen Enem

Client Development Associate
Max Brown

Max Brown

Client Service Specialist
Meagan Blazier

Meagan Blazier

Client Service Specialist
Meghan Frank

Meghan Frank

Client Service Specialist

Mehdi Fernando

Manager, Client Service

Melissa Hedges

Sr. Account Operations Specialist
Melissa Vance headshot

Melissa Vance

Sr. Client Service Specialist

Melody Manzanedo

Manager, Client Service

Meredith Bernberg

Client Service Specialist

Ready to get started?

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