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

Heather Johnson

Estate Planning Service Specialist
James Johnstone - Sr. Estate Planning Strategist

James Johnstone

Sr. Estate Planning Strategist

Jasna Veledar

Director, Estate Planning

Jaydn David, J.D., LL.M.

Estate Planning Strategist
Jenna Elliott Photo

Jenna Elliott, JD, LL.M.

VP, Estate Planning

Julia McCoy

Sr. Estate Planning Service

Kaya Law

Manager, Estate Planning Service

Kelly Haffner, J.D.

Estate Planning Strategist

Linda Adams

Estate Planning Service Specialist
Marcela Carreon Headshot

Marcela Carreon

Sr. Estate Planning Service Specialist
Melinda Schlinsog

Melinda Schlinsog

Estate Planning Strategist

Nita Taylor

Estate Planning Service Specialist
Bryan Pirosko

Bryan J. Pirosko

Insurance Advisor
Martin-Kramar

Martin Kramar

Insurance Advisor
Steve Scothorn

Steve Scothorn

Director of Insurance Solutions

Michael Sohmer

Senior Director, Trust Services

Chloe Balon

Chief of Staff and Sr. Director, Firm Partnership

Christine Cataldo, CFP®, CRPS®

Chief Technology and Digital Officer

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