Our Team

Team Members In

Wealth Planners

Scott Clark

CFP®, CEPA®, CRPC®, CRPS®

Vice President, Wealth Strategist

Ignacio D’Windt

LLB, JD, LLM

Director, Wealth Planner

Brandon Deckert

CFP®

Senior Director, Wealth Planner

Will Gandert

CFP®, RICP

Vice President, Wealth Strategist

Amanda Gehres

CFP®

Director, Wealth Planner

Matthew Hadley

CFP®

Director, Wealth Planner

Tina Malek

CPA

Vice President, Wealth Strategist

Michelle Peck

Senior Director, Wealth Strategist

Erin Soldatis

MBA

Senior Associate, Wealth Planner

Daniel Tesfaye

CFP®, CPWA®, MSF

Director, Wealth Planner

Daniela Truver

CFP®, AEP®, CTFA

Vice President, Wealth Strategist

A.J. Volpe

Director, Wealth Planner

Heather Welsh

CFP®, AEP®

Senior Vice President, Wealth Planning Department Leader