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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Evan Salter, CFP®

Wealth Advisor

Fanny Guo

Fanny Guo, CFP^®

Sr. Wealth Advisor

Fran Goldman - Sr. Wealth Advisor

Fran Goldman, CFP®, MBA

Sr. Wealth Advisor

Frances Hymiller, CFP®

Wealth Advisor

Frank-Piccolo

Frank Piccolo, CFP®, EA

Wealth Advisor

Bellevue, Spokane

G. Kyle Nadler, CFA®, CFP®, CTFA®

Sr. Wealth Advisor

Gabrielle Mollick

Gabrielle Mollick, CFP®, CSRIC™

Wealth Advisor

Denver, Denver – Greenwood Village

Garrett Parker

Garrett Parker, CFP®

Wealth Advisor

Geoffrey Franklin

Geoffrey Franklin, CFP®

Sr. Wealth Advisor

George Herr, CFP®, EA, RICP®

Wealth Advisor

Livonia, Traverse City, Troy, Ann Arbor

George Toulson, CFA, CFP®

Sr. Wealth Advisor

Gerald Clebanoff, CFA®

Sr. Wealth Advisor

Westlake Village

Gerard Quinn, CFA®, CFP®, MBA

Sr. Wealth Advisor

Grace Bossert, CFP®, CSRIC®

Wealth Advisor

Chicago, Green Bay, Madison, Schaumburg

Gracie Horton

Gracie Horton, CFP®

Wealth Advisor

Denver, Denver – Greenwood Village

Grant Habersetzer, CFP®, MSFP

Wealth Advisor

Hanna Yesuf

Wealth Advisor

Harish Vishria, CFP®, APMA®

Sr. Wealth Advisor

Heather Jenkins Capps

Heather Ford, CFP®, CPA, CTFA, AEP®

Sr. Wealth Advisor

Austin, Houston

Heather-Molloy

Heather M. Molloy, CFP®, CPA/PFS, CDFA®

Wealth Advisor

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