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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David-Stanley

David Stanley, CTFA®

Sr. Wealth Advisor

David Stuehling - Wealth Advisor

David Stuehling, FP®, ChFC®, RICP®

Wealth Advisor

Bend – Downtown, Portland, Portland – South

David Ventura

David Ventura, CFP^®, EA

Wealth Advisor

Kahului, Santa Barbara, Walnut Creek, Woodland Hills

Debbie Krone, CFP®, CPA, CDFA®

Wealth Advisor

Dennis Collins, Sr. Wealth Advisor

Dennis Collins, CFP®, CIMA®, CPWA, CDFA

Partner

Dennis M. Jablonoski, AIF® CRPC®

Wealth Advisor

Cherry Hill, Radnor

Dionisio Meneses

Dionisio Meneses, CFP®

Wealth Advisor

Dorothy Thomas

Wealth Advisor

Dallas – Park Cities

Doug Giageos, CFP®, CFA®

Sr. Wealth Advisor

Douglas Watts, CFP®, ChFC®, CIMA®, RMA®

Wealth Advisor

Dovid Price, CFP®

Sr. Wealth Advisor

Drew Harper

Drew Harper, CFA^®, CFP^®, CAIA®

Sr. Wealth Advisor

Denver, Denver – Greenwood Village

Drew Kanaly

Drew Kanaly

Sr. Wealth Advisor

Duncan MacDougall, CFP®

Wealth Advisor

Edward Vance, MBA, CFP®

Sr. Wealth Advisor

Elisabeth Zimmerman

Elisabeth Zimmerman, CFP®, CASL®, CRPC®

Partner

Boston – West

Emma Jones

Emma Jones, CFP®, AFC®

Wealth Advisor

Jacksonville, Boca Raton, Naples – Downtown, Orlando, Sarasota, Tampa

Eric Anderson

Eric Anderson, CFP^®

Sr. Wealth Advisor

Nashua, Woodbridge, Old Lyme, Westport, West Hartford, Peabody

Eric Frampton, MBA, CFP®

Wealth Advisor

Eric Schopf

Eric Schopf, MBA

Sr. Wealth Advisor

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