Our Team

Team Members In

Advisory Team

Daniel Robinson

CFP®

Director, Wealth Advisor

Tony Rome

CFP®

Vice President, Wealth Advisor

Melanie Ross

CFP®, ChSNC®, CLTC®, AAMS®

Vice President, Wealth Advisor

Chris Rule

CFP®

Vice President, Wealth Advisor

Alex Rupert

CFP®

Senior Director, Wealth Advisor

Dan Russler

Senior Vice President, Wealth Advisor

Gabriel Sauvinsky

CRPC®

Associate, Associate Wealth Advisor

Dave Sayers

CFP®, CDFA®, MBA

Vice President, Associate Advisor Group Lead

Janelle Schrupp

J.D.

Vice President, Estate Planning Lead

Parker Schultz

Associate, Wealth Management Analyst

Brandon Schwab

MBA, AWMA, CPWA

Senior Director, Wealth Advisor

Kirill Semenov

CFP®

Senior Director, Wealth Advisor

Kathryn Senn

CFP®

Director, Wealth Advisor

Selene Serkland

CFP®

Senior Director, Wealth Advisor

Danielle Serlin

CFP®, CRPC®

Director, Wealth Advisor