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
Nick Gomez

Nick Gomez

Client Service Specialist
Nicole Hankins - Sr. Client Service Specialist

Nicole Hankins

Sr. Client Service Specialist

Niki Barnes

Manager, Client Service
Nina Hernandez

Nina Hernandez

Client Service Manager
Owen Good headshot

Owen Good

Relationship Manager
Pamela Brown

Pamela Brown

Client Service Specialist

Patricia (Patsy) Goodrich

National Client Service Specialist
Patrick Bacon

Patrick Bacon

Client Service Specialist
Paul Gustafson

Paul Gustafson

Client Service Specialist

Phuong Tran

Relationship Manager
Piper Baker

Piper Baker

National Client Service Specialist
Rachel-Gandham

Rachel Gandham

Client Service Specialist

Rasheed Jarmon

Client Service Specialist

Rebecca Ehrhardt

Client Service Specialist

Rebecca Upton

Financial Planner
Renalyn Benner headshot

Renalyn Benner

Sr. Client Service Specialist
Riley Baer

Riley Baer

Client Service Specialist
Riley Wank

Riley Wank

Client Service Specialist

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