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

Abby Salameh

Managing Partner

Chris Walters

Managing Partner, Market Leader

Courtney Eastlack

Managing Partner, Wealth Path Group
Jessica Caruso - Executive Managing Director

Jessica Caruso, CFP®

Executive Managing Partner, West Division

Jon Kennedy, CFP®, MSFS

Managing Partner, Regis Group

Ready to get started?