Joshua Aldus
Wealth Advisor
Mark Bodnar
CFP® CLU® ChFC®
Partner/Wealth Advisor
Partner
Lisa Bolden
Office Manager
Cristina Campabadal
Director of Business Development Latin America/Wealth Advisor
Karen Carlin
Client Service Associate
Jordan Colman
CFP® AIF®
William Dillenburger
Jennifer Duarte
CFP® ChFC®
Kimberly Fuson
Tamrin Gorham
Lillian Hughett
Donald Hughett
AIF®
Michael Ingram
Brenda Keefe
Brad Lauch
Abbey Lenox
Mariano Llosa
Xavier Mendoza Jr.
Maxim Meyers
Partner/CEO/CCO
Maureen Miller
Omar Morillo
CFP® ChFC® AIF®
Ryan Morse
Dana Peacock
Glynnis Reinhart
RICP® CLTC®
Robert Ridgley
CFA®
Chief Investment Officer
Ksenia Sarkisova
CFP®
Kristin Schur
Andrew Seni
Justin Setzekorn
Ashley Seyberth
Stephanie Stegmuller
Alicia Strohmeier
Marketing Associate
Luis Strohmeier
CFP® CLU® ChFC® CDFA® ADFA® RICP® AFC®
Kurt Volker
Marc Wagner
Partner/CFO
Nick Wheeler
Director of Investment Operations
David Yeazell
