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.

Schane Goheen, CFP®, CLU®, MS AFP

Partner

Scott-Cravens

Scott Cravens, JD

Partner

Scott Snider image

Scott Snider, CFP®, RICP®, CEPA

Principal

Jacksonville, Westerville, Boca Raton

Stephanie Connor Arkof

Partner, Sr. Wealth Advisor

Stephen Donahue

Partner, Sr. Wealth Advisor

Menlo Park, San Francisco

Susan Travis

Susan Travis, CFP^®, AEP^®, CTFA

Partner, Regis Group

Austin, Covington, Houston, League City, The Woodlands

Tom Whited

Partner

Tracey Turko, CFP^®, AEP

Partner

Livonia, Charlotte, Raleigh, Asheville

W. Thomas McNary

W. Thomas McNary, CFP®, CSRIC

Principal

Yvonne-Jimenez

Yvonne Jimenez, CFP®

Partner

Aaron Langston

Aaron Langston, CFP®, EA

Senior Vice President & Wealth Advisor

Adam Frinsco, CFP®, CMT, ChSNC®

Sr. Wealth Advisor

Austin, Houston

Adam Govani

Adam Govani, CFP®

Wealth Advisor

Adam Oliver Image

Adam Oliver, CFP®

Wealth Advisor

Denver – Greenwood Village

Adelaide Magee

Addy Magee, CFP®

Wealth Advisor

Boston – West

Alan Davis

Wealth Advisor

Alan McKnight, DBA, CFP®

Sr. Wealth Advisor

Alec Quaid, CFP®

Wealth Advisor

Denver – Greenwood Village, Jackson

Alexa Willis

Alexa Willis, CFP®

Wealth Advisor

Alexis Dudley, CFP®, CAP®

Wealth Advisor

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Explore More

Investment Management

Why The New Fed Chairman Won’t Clarify the Interest Rate Outlook

June 30, 2026

Investment Management

Using Stock Swaps to Exercise Employee Stock Options

June 30, 2026

Estate Planning

Estate Planning Strategies for Your Financial Future

June 29, 2026

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