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.

Let’s talk

Search results for:

Market: Advisory Team Directory

Clear All Filters

Chad Meyer, Jr., CFA®, MBA

Sr. Wealth Advisor

Hunt Valley

Chad Staskal, CFP®

Sr. Wealth Advisor I

Bend

Chadwick Dickison

Wealth Advisor

McLean

Chandler Ferguson, CFP®, CIMA®

Sr. Wealth Advisor

Dallas – Park Cities

Charles Recchion

Wealth Advisor

San Francisco

Chris Gomez, CFP®

Wealth Advisor

LA-Century City

Chris Kalafatis

Chris Paolantonio, CFA®, CFP®

Wealth Advisor

Indian Wells, San Diego – Sorrento Valley

Chris Saccomanno, CFP®

Wealth Advisor

Lexington

Chris Young, CFP®, CPWA®, AEP®

Sr. Wealth Advisor

Dallas – Park Cities

Christina Hung, CFP®

Sr. Wealth Advisor

Newport Beach

Christopher Blakely, CFP®, CTFA

Wealth Advisor

Radnor

Christopher Currin, CFP®, ChSNC®

Sr. Wealth Strategist

Dallas – Park Cities

Christopher S. Murphy, CFP®

Wealth Advisor

Boulder

Chuck Breuch, CFP®

Sr. Wealth Advisor

Boulder

Clay Evans, CFP®, CAP®

Wealth Advisor

Dallas – Park Cities

Colin Day, CFP®, EA, MBA

Wealth Advisor

Chesterfield, Leawood

Colton Petty, CFP^®

Wealth Advisor

Newport Beach

Connor Thomas, CFP®, CSRIC™, CAP®

Wealth Advisor

Dallas – Park Cities

Courtney Eastlack

Managing Director of Wealth Path Group

Richmond

Ready to get started?

Let’s Talk

Explore More

Insights

Social Security Break-Even Point: What It Is and Why It Matters

September 12, 2025

Insights

Alternative Minimum Tax After OBBBA

September 11, 2025

Insights

Liquidity Planning After a Tender Offer

September 10, 2025

Continue Browsing

Meet our Advisory Team

Search results for:

Ready to get started?

Explore More

Call Me Soon

Schedule a Call

Let’s get started.

1

2

3

4

5

6

7