Our Team

Team Members In

Advisory Team

Mohit Chopra

Senior Vice President, Regional Group Lead

Lane Christensen

CFP®

Associate Director, Wealth Advisor

JD Clemens

Senior Associate, Wealth Advisor

Maxwell Cole

CFP®, Series 65

Associate, Wealth Advisor

Ryan Cosgray

Vice President, Wealth Advisor

Chase Costanzo

CFA®

Senior Director, Wealth Advisor

Joseph Coyne

CFP®, CPA

Senior Director, Wealth Advisor

Michael Coyne

CFA® CFP®

Vice President, Wealth Advisor

Chris Creahan

MBA

Senior Vice President, Advisor Group Lead

John (Jack) Cronin

CFP®

Associate Director, Wealth Advisor

Hailey Cunningham

Associate, Tax Administrator at Sequoia Tax Services

Jared Cutlip

Senior Associate, Wealth Advisor

Liz De Nitto

CFP®, AEP®, EA

Vice President, Family Wealth

Colin Duncan

Senior Associate, Associate Wealth Advisor

Karey Edwards

CFP®

Vice President, Wealth Advisor