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.

Ben Kautz

Ben Kautz, CFP®

Executive Managing Director

Ann Arbor, Cincinnati, Columbus, Livonia, Portage, Traverse City, Franklin

Jessica Caruso - Executive Managing Director

Jessica Caruso, CFP®

Executive Managing Director

Portland, Portland – South, Roseville, Walnut Creek

Joshua DeForest

Josh DeForest, CFA, CFP®

Executive Managing Director

Covington, Dallas – Park Cities, Fort Worth – Colleyville, Granbury, Houston, Ponca City, Rockwall, Scottsdale, Starkville, Bartlesville

Keven Jack Image

Kevin Jack, CFP®

Executive Managing Director

Albuquerque, Indian Wells, Newport Beach, Scottsdale

Laura Combs - Executive Managing Director

Laura Combs, CFP®, MBA

Executive Managing Director

Andrew Medders, CFP®

Sr. Wealth Advisor, Sr. Director

Annie Gottbehuet

Annie Gottbehuet

Managing Director, Market Leader

Brent Singleton, CFP®, AIF®

Sr. Wealth Advisor, Sr Director

Springfield, Leawood

Brian Picariello

Brian Picariello, CPA/PFS, CFA®

Managing Director

Allentown, Cherry Hill, Fairport, Hockessin, Manhasset, Morristown, New York, Newark, Radnor, West Hartford, Woodbridge

Brian Sullivan

Brian Sullivan, CFP®, MBA, EA

Sr. Wealth Advisor, Sr. Director

Cathy Miller

Cathy Miller, MBA, CFP®, CDFA®, CRPS®

Sr. Wealth Advisor, Sr. Director

Chad Slaughter

Chad Slaughter

Sr. Director

Chip Workman, CFP®

Sr. Wealth Advisor, Sr. Director

Cincinnati, Columbus, Louisville, Lexington, Memphis, Gallatin, Franklin

Christopher Blackmon

Christopher Blackmon

Managing Director

Dane Sauer

Dane Sauer, CFP®

Wealth Advisor, Sr. Director

Chicago, Schaumburg

D Askew

David Askew, CFP®, CDFA®, FBS®, AEP®

Managing Director

Indian Wells, Newport Beach, Woodland Hills

David H. Levy

David H. Levy, MBA, CFP®, AEP®

Sr. Wealth Advisor, Sr. Director

Austin, Houston, Covington

David Kerber

David Kerber, CFP^®, CRPC^®, MPAS^®, ABFP℠

Managing Director

Scottsdale, Albuquerque, Tucson

David Reynolds

David P. Reynolds, CFP®, ChFC®, AAMS®

Sr. Director, Market Leader

Dallas – Park Cities, Fort Worth – Colleyville, Rockwall, Bartlesville, Ponca City

Dustin C. Stiefel

Sr. Wealth Advisor

Fort Worth – Colleyville

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Options To Consider With Vesting Restricted Stock Units (RSUs)

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Taxes

Evaluating Benefits of Outsourced Chief Investment Officers (OCIOs)

July 16, 2025

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