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.

Howard A. Kades

Howard A. Kades, MBA

Sr. Wealth Advisor

Hunter-Brown

Hunter Brown, CFP®

Wealth Advisor

Hussein-Elgohary

Hussein Elgohary, 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®, CFP®

Sr. Wealth Advisor

Ignatius D’Anna, CFP®, CWS®

Sr. Wealth Advisor

Jack McCloskey, CFP®

Sr. Wealth Advisor, Sr. Director

Ann Arbor, Troy

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

Wealth Advisor

Dallas – Park Cities

Jacob Gee

Jacob Gee, CFP®

Wealth Advisor

Jaimi Dennehy

Sr. Wealth Advisor

Jake Meza, CFP®

Wealth Advisor

James Everitt

James Everitt

Sr. Wealth Advisor, Director

James Roundy, CFP®, CEPA

Wealth Advisor

Portland – South

James S. Ryan, JD, CFP^®, AIF^®

Sr. Wealth Advisor

James Shanton

James Shanton, CFP^®

Sr. Wealth Advisor

James Telfer, CFP®, CSRIC®

Wealth Advisor, Director

Denver, Frisco, Denver – Greenwood Village

Janis Biggers

Wealth Advisor

Jared Harrington, CFP®

Wealth Advisor

Fort Worth – Colleyville

Jaron D. Carmichael - Director of Retirement Group, Wealth Advisor

Jaron D. Carmichael, CFP®, AIF®, CPA, PFS, CPFA®

Director of Retirement Group, Wealth Advisor

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