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

Jarrod Brock

Financial Planner
Jennifer Baick

Jennifer Baick, MBA, CFP®, CDFA

VP, Financial Planning Group
Jim-Bagnato

Jim Bagnato, CFP®, RICP®

Manager, Sr. Financial Planner
Joanna Geier - Sr. Financial Planner

Joanna Geier, FPQPTM, CFP

Sr. Wealth Strategist, Ascend

Joey Luciano

Financial Planner
Jonathan Howard

Jonathan Howard

Portfolio Consultant

Josh Davis

Wealth Strategist

Josh Frazier

Financial Planner

Josh Johnson

Financial Planner
Kara Dorothy

Kara Dorothy, CAP

Sr. Financial Planner
Kristen Revis

Kristen Revis, CFP®

Manager, Financial Planner

Lindsay Stuart, CFP®

Manager, Sr. Financial Planner

Luke Hiddessen

Financial Planner
Luke Mazariegos headshot

Luke Mazariegos

Financial Planner

Ready to get started?