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
Abigail Feldman

Abigail Feldman

Estate Planning Service Specialist

Ariane Uwase

Sr. Estate Planning Service Specialist

Ashley Felton

Sr. Estate Planning Strategist

Aurelia Morales

Estate Planning Service Specialist
Benjamin Faulkner - Sr. Estate Planning Strategist

Benjamin Faulkner, JD

Sr. Estate Planning Strategist
Bobby-DeMarco

Bobby DeMarco

Estate Planning Strategist

Brianna Becker

Manager, Estate Planning Strategist

Casey Simpkins

Estate Planning Service Specialist

Chelsea Manocchi

Manager, Sr. Estate Planning Strategist
Christopher Varney

Christopher Varney, JD

Sr. Estate Planning Strategist

Dan Porter

Sr. Estate Planning Strategist
Dani Prorok - Estate Planning Service Specialist

Dani Prorok

Estate Planning Service Specialist

Danielle Read

Manager, Estate Planning Service
Emma Osborne

Emma Osborne

Sr. Estate Planning Strategist

Evan Fingert

Estate Planning Strategist

Florencia Marconetti

Estate Planning Service Specialist

Gabriella Bitar, J.D.

Estate Planning Strategist

Gabriella Lopez

Estate Planning Strategist
Gabriella Pizzoferrato - Estate Planning Strategist

Gabriella Pizzoferrato, JD

Estate Planning Strategist

Heather Johnson

Estate Planning Service Specialist

Ready to get started?