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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Gregg Padilla Photo

Gregg Padilla, CFP®

Sr. Wealth Advisor

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

Hanna Yesuf

Hanna Yesuf

Wealth Advisor

Harish Vishria, CFP®, APMA, MSM

Sr. Wealth Advisor

Harrison Fant

Harrison Fant, CFP®, AIF®

Sr. Wealth Advisor

Heather Jenkins Capps

Heather Ford, CFP®, CPA, CTFA, AEP®

Wealth Advisor

Austin, Houston

Heather-Molloy

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

Wealth Advisor

Herman Tkach

Herman Tkach

Wealth Advisor

HK Hallett

HK Hallett

Sr. Wealth Advisor

Holly Gray, CFP®

Sr. Wealth Advisor

Springfield, Leawood

Howard A. Kades

Howard A. Kades, MBA

Sr. Wealth Advisor

Hunter-Brown

Hunter Brown, CFP®

Wealth Advisor

Ian Aguilar

Ian Aguilar, CFP®

Wealth Advisor

Ian Freemire, CFP®, EA

Sr. Wealth Advisor

Denver, Frisco, Denver – Greenwood Village

Ian Hamre, CFA®

Sr. Wealth Advisor

Ignatius D’Anna, CFP®, CWS®

Sr. Wealth Advisor

Jack McCloskey, CFP®

Sr. Wealth Advisor, Sr. Director

Jackie Schlup Daniels, CFP®, CDFA®, AEP®

Wealth Advisor

Dallas – Park Cities

Jacob Gee

Jacob Gee, CFP®

Wealth Advisor

Jaimi Dennehy

Sr. Wealth Advisor

Jake Meza, CFP®

Wealth Advisor

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