Our Team

Team Members In

Advisors

Jim Thompson

Vice President, Wealth Advisor

Ryan Tomer

CFP®, CTFA

Senior Director, Wealth Advisor

Jeff Tudor

CRPS®

Vice President, Wealth Advisor

Corinne Vanderipe

CFP®, ABFP

Vice President, Wealth Advisor

Jan Vecerka

CFP®

Senior Associate, Wealth Advisor

Matthew Vegel

Associate, Wealth Advisor

Bill Venter

CFP®, CFS, CIMA, AIFA, CEPA

Senior Vice President, Wealth Advisor

Jessica Vongsaphay

Senior Associate, Wealth Advisor

Jared Waldrup

CFP®

Director, Wealth Advisor

Scott Walsh

Series 66, Series 7