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

Wealth Advisor

Ann Arbor

Dovid Price, CFP®

Sr. Wealth Advisor

Owings Mills

Drew Harper, CFA^®, CFP^®, CAIA®

Sr. Wealth Advisor

Denver, Denver – Greenwood Village

Drew Kanaly

Sr. Wealth Advisor

Houston

Duncan MacDougall, CFP®

Wealth Advisor

Denver

Emma Jones, CFP®, AFC®

Wealth Advisor

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

Eric Anderson, CFP^®

Sr. Wealth Advisor

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

Eric Frampton, MBA, CFP®

Wealth Advisor

Walnut Creek

Eric Schopf, MBA

Sr. Wealth Advisor

Hunt Valley

Erik Mikkelson, CFP®

Sr. Wealth Advisor

Madison

Ernest Neeley, CFP®, MBA

Manager, Sr. Financial Planner

Houston

Ethan G. Matkin, CFP®, MBA

Wealth Advisor

Newport Beach

Ethan Wallace, CPWA®, CFP®, EA

Sr. Wealth Advisor

Springfield, Leawood

Evan Bachman, CFP®, AWMA

Wealth Advisor

Minneapolis

Evan Kennedy, CFP®

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

G. Kyle Nadler, CFA®, CFP®, CTFA®

Sr. Wealth Advisor

Atlanta

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