Our Team

Team Members In

Advisory Team

Bill Szlag

Associate, Wealth Advisor

Austin Tanner

CFP®

Director, Wealth Advisor

Benjamin Taylor

CFP®

Senior Associate, Wealth Advisor

Steve Tecker

CFP®

Director, Wealth Advisor

Matthew Teetor

Senior Vice President, Wealth Advisor

Jim Thompson

Vice President, Wealth Advisor

Terra Thurgood

CFP®, CDFA®

Vice President, Wealth Advisor

Ryan Tomer

CFP®, CTFA

Senior Director, Wealth Advisor

Jeff Tudor

CRPS®

Vice President, Wealth Advisor

Corinne Vanderipe

CFP®, ABFP

Vice President, Wealth Advisor