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
Rishi Syal headshot

Rishi Syal

Client Service Specialist
Robyn Elliott

Robyn Elliott

National Client Service Specialist
Roxanne Konieczka

Roxanne Konieczka

Client Service Specialist
Rubi Contreras Image

Rubi Contreras

Manager of Operations

Ryan Young

Relationship Manager

Samuel Bennett

Account Operations Manager

Sana Alsalman

Sr. Client Service Specialist

Sarah Biser

Relationship Associate

Sarai Covell

Director, Client Service Operations
Sasha Fridlyand

Sasha Fridlyand

Client Service Specialist
Sasha Onoh headshot

Sasha Onoh

Client Service Specialist

Scott Hancock

Sr. Client Service Specialist

Shanon Lee

Client Service Specialist
Sharon Littell

Sharon Littell

Sr. Client Service Specialist

Shaya Reiisieh

Client Service Specialist

Shiraz Baig

Client Service Specialist

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