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.

Northeast
Midwest
Southeast
Southwest
West
Ben Kautz

Ben Kautz, CFP®

Executive Managing Partner, East Division
Jessica Caruso - Executive Managing Director

Jessica Caruso, CFP®

Executive Managing Partner, West Division

Josh Gustafson

Executive Managing Partner
Keven Jack Image

Kevin Jack, CFP®

Executive Managing Partner, Client Services and Planning

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