Director of Human Resources
Samantha brings 20+ years of HR experience to our team. She has a rich background in talent management, employee benefits, recruiting, HR systems implementations and M&A activities. Samantha has lead in organizations of all shapes and sizes, including as the Director of HR at Stewart Title, a publicly traded real estate, mortgage and title services company. Samantha’s most recent role was with a global pharmaceutical and bio tech company.
Al Zdenek
Executive Vice President
Joseph Young
Client Advisor and Branch Manager
Fred Xuereb
Client Associate
Timothy Wylder
Senior Vice President
Yvonne Wood
Client Advisor
Brandon Wissinger
Client Advisor
Draysen Wilson
Client Associate
Greg A. Willsey
Client Advisor and Branch Manager
Gary Williams
Client Advisor
Duncan Wilk
Regional Vice President
Alexa Willis
Financial Planner
James Werner
Regional Sales Associate
Dave Welling
Chief Executive Officer
Karsten Voermann
Chief Financial Officer
David Ventura
Client Associate
Bethany VanDerMeid
Client Associate
Emi Umezawa
Client Advisor
Louis Tzamalas
Client Associate
Tracey Turko
Client Advisor and Regional Director
Susan Travis
Client Advisor and Branch Manager
Robert Toomire
Regional Vice President
James Todd
Client Advisor
Brady Tice
Regional Sales Associate
Laura Thompson
Client Experience Manager
Tanya Thomasson
Senior Client Associate
James Telfer
Client Associate
Gregory V. Taylor
Regional Vice President
Phillip Swenson
Financial Planner
Brian Sullivan
Client Advisor and Branch Manager
Doug Suhr
Regional Vice President
Jamie Stone
Client Advisor
Tiffany Stokes
Client Associate
Adam Stanowick
Client Associate
Lawrence Solomon
Client Advisor
Javier Solis
Client Advisor
Jason Sobolik
Financial Planner
Michael Snider
Financial Planner
Tyler Smith
Client Advisor
Frances Smith
Financial Planner
Matthew W. Sheets
Client Advisor
Matthew Shea
Senior Tax Advisor
Cary Shaw
Client Associate
Justin Shane
Financial Planner
Nicholas Semko
Managing Director
Paul Seidman
Regional Vice President
Emelyne Seh
Client Associate
Alexis Scott
Client Associate
Steven Schwartz
Client Advisor and Branch Manager
Lucas Schwaller
Regional Vice President
Justin Scholljegerdes
Client Associate
Maeve Schmid
Client Associate
Roain Saunders
Client Associate
Dane Sauer
Financial Planner
Elisha Sanchez
Client Associate
Kevin Russell
Client Advisor
Laura Rowley
Client Advisor
Shane Rowan
Tax Advisor
Merry Rosadi
Legal Assistant
Colby Ripsam
Client Associate
Kseniya Ribeiro
Client Associate
Denise Rhodey
Senior Client Associate
Norinda Ray
Client Associate
Renae Ransdell
Client Advisor
Paola Ramos
Financial Planner
Bryan Powers
Regional Vice President
Susan Portnoi
Client Advisor
Irina Polyakova
Tax Manager
Melissa Pinkerton
Client Advisor
Susan A. Crawford Pilon
Client Advisor
Loren Pierson
Chief Operating Officer
Renée Pichette
Client Associate
Frank Piccolo
Client Associate
Brian Picariello
Senior Vice President, Client Advisor and Branch Manager
William Perysian
Managing Director
Vijay C. Patel
Client Advisor
Neil Paolella
Client Advisor and Branch Manager
Kelly Palmer
Client Advisor
Amanda O’Sullivan
Client Associate
Madeline I. Noveck
Client Advisor
Marc A. Normann
Regional Vice President
Barry Newman
Senior Tax Director
Andrew Neville
Estate Planning Attorney
William Nelson
Chief Compliance Officer
Geoff Nelson
Regional Vice President
Patricia Nagle
Client Service Manager
Dean R. Murray
Client Advisor and Branch Manager
Christopher S. Murphy
Client Associate
Naeshia Mota
Client Associate
Nicole Mosley
Client Associate
Alec Montoya
Financial Planner
Jeremy Moniz
Client Associate
Susan Monaghan
Financial Planner
Gabrielle Mollick
Client Solutions Representative
Sandra Mitchell
Client Associate
Jonathan Mitchell
Client Advisor
Phillip Miodowski
Client Associate
Glen Minton
Regional Vice President
Jeff Minc
Financial Planner
Jesse Mignone
Client Associate
Emily Meier
Legal Assistant
Adis Mehic
Client Advisor
William McNutt
Financial Planner
W. Thomas McNary
Client Advisor
Judy McNary
Senior Client Advisor and Special Projects
Daniel M. McDermott
Client Advisor and Branch Manager
Alice McDermott
Client Advisor
Matthew McCarthy
Senior Tax Advisor
Charlene Maruska
Client Associate
Jeffrey Marchiorlatti
Regional Vice President
Will Mannon
Head of Sales
Joseph Mah
Client Advisor and Branch Manager
Randy Magdaluyo
Managing Director
Laura Madariaga
Client Associate
Patricia Lokken
Client Associate
Jeffrey Lokken
Client Advisor and Branch Manager
Marie Levinsky
Client Associate
Becky Leslie
Client Associate
Martine Lellis
Chief Talent and Business Solutions Officer
Stephen I. Lee
Client Advisor
Karen Lee
Chief Marketing and Strategy Officer
Jaron Lee
Client Associate
Dedrick Lee II
Legal Assistant
Harmon Laurin
Senior Vice President
Carl Larimore
Client Advisor and Branch Manager
Aaron Langston
Regional Vice President
Joel Lange
Client Advisor
Brett Landstrom
Client Advisor
Todd LaLuzerne
Regional Vice President
Nicholas Ladaga
Client Associate
Kristofer Lachapel
Client Associate
Brandon Kurz
Financial Planner
Shishun Kryskalla
Client Associate
Alise Kraus
Client Advisor and Branch Manager
Stefani Kohler
Associate Planner
Sydney Kirkes
Client Associate
Ron Kibbe
Client Advisor
Sam Khan
Regional Vice President
Kristen Kestel
Client Advisor
David Kerber
Client Advisor and Branch Manager
Thomas Keeney
Client Advisor
Ben Kautz
Managing Director
Jeff Katz
Regional Vice President
Drew Kanaly
Client Advisor and Chairman Emeritus Kanaly Trust
Tim Kallas
Regional Vice President
Korina Kaio-Maddox
Client Associate
Jeff Kacal
Client Advisor
Renée Judycki
Client Advisor
Gabrielle Joiner
Client Associate
Michael W. Johns
Client Advisor
Magdanny Jara
Tax Advisor
Rodney James
Client Advisor
Kevin Jack
Client Advisor and Regional Director
Peter Ip
Client Advisor
Barry Hyman
Regional Vice President
Nancy R. Hudak
Senior Client Associate
Li Huang
Client Associate
Sarah Howard
Client Associate
Judith Hirotaka
Client Advisor
Tom Herzing
Client Advisor
Carlos Hernandez
Financial Planner
Lisa Hensley
Client Associate
Joseph Henry
Regional Vice President
Catherine Heimer
Client Associate
Jesse Haverstock
Client Advisor
Ross Hasek
Client Associate
Marzena Hanek
Client Associate
Mary Hamshou
Client Associate
David Haman
Client Advisor
Claire Hahn
Client Associate
Ben Gyulambaryan
Financial Planner
Josh Gustafson
Head of Client Service
Fanny Guo
Client Advisor
Melanie Guhit
Financial Planner
Marci Griffin
Client Associate
Pamela Greene
Client Associate
Chris Graf
Regional Vice President
Nicole Gobel
Client Advisor
Melissa Gioielli
Tax Associate
Vince R. Gimarelli
Managing Director
Merideth Gillis
Client Associate
Douglas Gilbert
Regional Vice President
Mark S. Germain
Managing Director
Susy Gibo
Regional Sales Associate
Jacob Gee
Client Associate
Mendim Gecaj
Financial Planner
David E. Gardner
Vice President and Senior Client Advisor
Michael J. Freiling
Client Advisor
Danielle Frazier
Client Associate
Geoffrey Franklin
Client Advisor
Rocio Fitzgerald
Client Associate
Devin Farrow
Regional Vice President
Doug Fabian
Executive Vice President
Susan Evans
Client Associate
G. Merrick Estes, Jr.
Regional Vice President
Daniel Epstein
Senior Tax Manager
Michelle Elia
Client Associate
Renée Egelski
Client Advisor
John Eckel
Client Advisor, Area Manager
Kara Duckworth
Client Advisor and Managing Director of Client Experience
Alexander Doyle
Financial Planner
Stevan Downs
Senior Tax Advisor
Michael T. Doran
Client Associate
Mark Doran
Senior Tax Director
Laura Dominguez
Client Associate
Justin Do
Client Associate
Kevin Dillon
Regional Vice President
David DeVita
Client Advisor
Elizabeth B. deSousa
Client Advisor
Bonnie Dekrey
Client Associate
Josh DeForest
Client Advisor and Regional Director
Ann de Zeeuw
Client Associate
Jenna Dana
Managing Attorney, Estate Planning
Christopher Currin
Client Advisor
Laura Cuber
Client Advisor
Kerry Crowley
Manager of Operations, BWM
Andrew Crim
Client Associate
Steven Crevar
Financial Planner
Jojo Cresci
Financial Planner
Nancy Coumou
Client Advisor
Lisa Corboy
Client Associate
Tammy Cooper
Financial Planner
Matt Cook
Client Advisor and Branch Manager
Kristen Comeau
Regional Sales Associate
Laura Combs
Managing Director
Angel Colon
Client Advisor
Alexandra Chambers
Estate Planning Attorney
Karla Castillo
Client Associate
Amanda Caster
Client Associate
José Castañeda
Client Solutions Representative
Jessica Caruso
Client Advisor and Branch Manager
Laura Carrasco
Tax Manager
John Carney
Client Advisor
Heather Jenkins Capps
Financial Planner
Brandon Capicotto
Client Associate
Nicholas Campbell
Client Advisor
Donald Calcagni
Chief Investment Officer
Yisen Cai
Client Advisor and Tax Advisor
Chanelle Van Pelt
Associate Planner
Andrew Caceres
Senior Tax Advisor
Christopher R. Cacchiola
Client Advisor
Alexis Bustillos
Legal Assistant
Rebekah Burns
Financial Planner
Jack Bruno
Client Associate
Jayaprada Brower
Financial Planner
Chuck Breuch
Client Advisor
J.J. Boot
Client Associate
Matthew R. Bohrer
Client Advisor and Regional Director
Jamie Block
Client Advisor
Christopher Blakely
Financial Planner
Bryan Bielawski
Client Advisor
Bill Berg
Senior Vice President, Senior Portfolio Manager
Colin A. Bell
Client Advisor
Andrew Beck
Regional Sales Associate
Stephen Bauer
Client Solutions Representative
David Barton
Vice Chairman, M&A Leader
Jeremiah H. Barlow
Executive Vice President, Head of Family Wealth Services
Linda Barcheski
Client Associate
Rick Baran
Client Advisor
Logan L. Baker
Estate Planning Attorney
Jennifer Baick
Client Advisor
Meagan Blazier
Client Associate
Daniel Aulicino
Client Advisor
David Askew
Client Advisor
Bobby Arenivas
Financial Planner
Rafael Arellano
Financial Planner
Heather Aragona
Client Associate
Trey Anderson
Client Associate
Stephanie Anderson
Client Advisor
Eric Anderson
Client Advisor and Branch Manager
Linda S. Ames Lyons
Financial Planner and Assistant Branch Manager
Robin Allis
Team Manager, Client Solutions Team
Brooks Allen
Client Associate
Greg Alger
Unique Asset Manager
Kenneth Ajello
Client Associate
Adela Africano
Client Associate
John Abrahamson
Principal Emeritus
Brian Abatemarco
Regional Sales Associate
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