Our Team

Team Members In

Advisory Team

Betsy England

CFP®, MBA

Vice President, Associate Advisor Group Lead

Chris Fencl

CFP®

Director, Wealth Advisor

Austin Fields

CPA, Series 65

Vice President, Wealth Advisor

Connor Fife

Director, Wealth Advisor

Kerry Michael Finn

CFP®, CTFA, AIF®

Senior Vice President, Wealth Advisor

Phillip Friedman

Senior Director, Wealth Advisor

Raymond Frueboes

CFP®

Director, Wealth Advisor

Martin Gaganelov

CFP®

Associate Director, Associate Wealth Advisor

Sara Gans

CFP®, ChFC®

Senior Director, Wealth Advisor

Callie Geist

CFP®, J.D., MBA

Vice President, Wealth Advisor

Zach Gerber

CFP®

Director, Wealth Advisor

Carlos Gonzalez

Vice President, Wealth Advisor

Kelley Grace

CPA

Senior Vice President, Wealth Advisor

Dylan Greene

CFP®, CFA®

Director, Wealth Advisor

Jack Griffin

EA/LTC

Vice President, Wealth Advisor