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
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Jigisha Dahagam

Vice President, People & Culture
Mathew Encino

Mathew Encino, JD

Vice President – General Counsel
Sean Miller - Sr. Director, People Operations

Sean Miller

Sr. Director, People Operations

Tim Forest

Vice President of Strategy and Analytics

Drew Ellis

Director, Institutional Partnerships

Alex Moore, CFA, CPA

Vice President, M&A Partner Development

Carrie Ohm

VP, M&A Partner Development
Greg Mayes Image

Greg Mayes

Vice President, M&A Partner Development

Joe Pellizzari, CFP®

Vice President, M&A Partner Development

Kate Shackleton

Executive Managing Partner, Head of New Partner Success
Randy Magdaluyo

Randy Magdaluyo

Vice President, M&A Program Management
Richard Weyers

Richard W. Weyers, CFP®

VP, M&A Integration

Amanda James

Client Service Specialist, Broker Dealer
Casey-Dever

Casey Dever

Operations Specialist

Erin Olsen

M&A Sr. Integration Portfolio Data Analyst
Ryan Weichman - M&A Int Port Consultant

Ryan Weichman

M&A Int Port Consultant

Tristan Pohren

M&A Int Port Consultant
Sherise Johnson - Sr. Retirement Plan Specialist

Sherise Johnson

Sr. Retirement Plan Specialist

Courtney Clifford

Retirement Planning Specialist

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