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.

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Martin-Kramar

Martin Kramar

Insurance Advisor

Rick Bennight

Insurance Advisor

Steve Scothorn

Steve Scothorn

Director of Insurance Solutions

Michael Sohmer

Sr. Director, Trust Services

Lucas Schwaller

Lucas Schwaller, CTFA®, CES®

Managing Director, Community Client Development

Minneapolis, Onalaska, Green Bay, Madison, Schaumburg, Chicago

Nicholas Semko

Nicholas Semko, CFP^®, CRPC^®, CMFC^®

Managing Director, Channel Client Development

Sarasota, Naples – Downtown, Tampa

William Tyrone Smith

Managing Director, Community Client Development

Adam Lee, CFP®

Sr. Vice President

Andrew Beck

Andrew Beck, MBA

Sr. Vice President

Brett Sperin

Brett Sperin

Sr. Vice President

Sarasota, Tampa, Naples – Downtown

Doug Fabian

Doug Fabian

Sr. Vice President

Boise – Downtown, Eagle, Sun Valley, Boise

Douglas Gilbert

Douglas Gilbert

Sr. Vice President

Denver, Denver – Greenwood Village, Boulder, Colorado Springs, Fort Collins, Frisco, Omaha

Glen Minton

Glen Minton, CFP®

Sr. Vice President

Austin, Houston, Covington, San Antonio, League City, Sugar Land, The Woodlands

Jamie Mitchell

Associate Vice President, Client Development

Kevin Dillon, CFP®, CRPC®

Sr. Vice President

Allentown, Cherry Hill, Hockessin, Morristown, Radnor

Lisa Goodman, MBA

Sr. Vice President

Marc A. Normann

Sr. Vice President

Albuquerque, Scottsdale

Paul Seidman

Paul Seidman, CFP^®, CRPC^®

Sr. Vice President

T Kallas

Tim Kallas

Sr. Vice President

Todd LaLuzerne

Todd LaLuzerne, AAMS

Sr. Vice President

Bartlesville, Dallas – Park Cities, Ponca City

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