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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Dylan Audsley

Client Development Associate

Elisha Sanchez, MBA, WMS™

Client Development Associate

Walnut Creek

Emily Sipes, CFP®

Sr. Client Development Associate

Westerville

Ethan Klie

Client Dev Associate

Fred Xuereb

Sr. Client Development Associate

Walnut Creek

Jackie Steczkowski

Regional Sales Associate

Westport

Jacques Jagr

Sr. Client Development Associate

Boulder

James Bondar

Client Development Associate

Chicago

James Werner

Sr. Manager, Client Development Associate

Fairport, New York

Jenna Taylor

Client Development Associate

Atlanta

Jesse Frehling, AIF®

Regional Vice President

New York

Kimberly Maxwell

Associate Vice President

Atlanta

Lacy Hartzler

Sr. Client Development Associate

Atlanta

Marzena Hanek

Client Development Associate

Schaumburg

Matt Snyder

Regional Sales Associate

Mattijs Ossorio

Associate Vice President

Maureen Enem, CRPC®, WMS℠

Client Development Associate

Houston

Nikki Ivins

Sr. Client Development Associate

Portland, Portland – South

Spencer Anderson

Regional Sales Associate

Stacy Reen

Sr. Client Development Associate

Morristown

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