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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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Ernest Neeley, MBA, CFP®

Wealth Advisor

Austin, Houston

Ethan Matkin

Wealth Advisor

Newport Beach

Ethan Wallace, CPWA® CFP®

Sr. Wealth Advisor

Springfield, Leawood

Evan Bachman, CFP®, AWMA

Wealth Advisor

Minneapolis

Evan Kennedy, CFP®, CIMA

Wealth Advisor

McLean

Fanny Guo, CFP^®

Sr. Wealth Advisor

Walnut Creek

Fran Goldman, CFP®, MBA

Sr. Wealth Advisor

Washington, DC

Frances Hymiller, CFP®

Wealth Advisor

Raleigh

Frank Piccolo, CFP®, EA

Wealth Advisor

Bellevue, Spokane

Gabrielle Mollick, CFP®, CSRIC™

Wealth Advisor

Denver, Denver – Greenwood Village

Garrett Parker, CFP®

Wealth Advisor

Gary Gunsalus

Wealth Advisor

Gary Williams, CFP®

Sr. Wealth Advisor

Houston

Geoffrey Franklin, CFP®

Sr. Wealth Advisor

Radnor

George Herr, CFP®, RICP®

Wealth Advisor

Livonia, Traverse City, Troy

George Toulson, CFA, CFP®

Sr. Wealth Advisor

Gerald Clebanoff, CFA®

Sr. Wealth Advisor

Westlake Village

Gerard Miles

Wealth Advisor

New York

Grace Bossert, CFP®

Wealth Advisor

Chicago, Green Bay, Madison, Schaumburg

Gracie Horton, CFP®

Wealth Advisor

Denver, Denver – Greenwood Village

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