Our Team

Team Members In

Advisory Team

Karey Edwards

CFP®

Vice President, Wealth Advisor

Dan Edwards

CPA

Vice President, Tax Advisor at Sequoia Tax Services

Betsy England

CFP®, MBA

Vice President, Associate Advisor Group Lead

Emily Fain

CFP®

Director, Wealth Advisor

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

Nancy Frost

Senior Director, Wealth Advisor