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
Theresa Nichols

Theresa Nichols

Client Service Specialist
Theresia Reid - Sr Client Service Specialist

Theresia Reid

Sr. Client Service Specialist

Trisha Miller

Sr. Client Development Associate

Tyler Frank

Client Service Specialist
Tyler Weinrich

Tyler Weinrich

Client Service Specialist

Veronica Rozales

Account Operations Specialist

Vickie Willard

Client Services Specialist

Victoria O’Tool

Client Service Specialist

Virginia Cramp

Sr. Client Service Specialist
Vivian Covert headshot

Vivian Covert

Client Service Specialist

William Flanders

Sr. Client Service Specialist
Yasmin McLocklin

Yasmin McLocklin

Sr. Client Service Specialist

Yvette Angora

Lead Account Operations Specialist
Nicholas Semko

Nicholas Semko, CFP®, CRPC®, CMFC®

Managing Director, Channel Client Development

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