Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

Kristen Cordell

Kristen Cordell, CPFA®

Wealth Advisor, Retirement Plans

Kyle Dodrill, CFP®, APMA™

Wealth Advisor

Portland, Portland – South

Kyle Nadler

Sr. Wealth Advisor

Kyle Ray

Sr. Wealth Advisor

L Rowley

Laura Rowley, CFP^®, CTFA

Sr. Wealth Advisor

Austin, Houston

Lauren Kaniuk

Lauren Kaniuk, CFP®

Wealth Advisor

West Des Moines

Lauren Rosberg Photo

Lauren Rosberg, CFP®, CRPC®, CDFA®, AEP®

Wealth Advisor

Lawrence Solomon

Lawrence Solomon, MBA, CFP^®

Sr. Wealth Advisor

Leigh Shimamoto - Sr. Wealth Advisor

Leigh Shimamoto, JD, CFP®

Sr. Wealth Advisor

Lisa Pastushok

Wealth Advisor

Liz Yunker, CFP®

Wealth Advisor

Logan Donovan, CFP®

Wealth Advisor

Boulder, Green Bay

Logan L. Baker, JD, LL.M., MBA

Lead, Sr. Wealth Strategist

Lorenzo Riley, CFP®, CIMA®, CPWA®

Wealth Advisor, Director

Woodland Hills, LA-Century City, Santa Barbara

Lori (Lo) M. Fellows, CRPC®, CPFA®, AIF®

Director, Retirement Plan Operations

Lorraine Eugenio image

Lorraine Eugenio, CFP®

Wealth Advisor

Luc Ceci

Luc Ceci, CFP®, EA

Wealth Advisor

Maeve Schmid

Maeve Lehman, CFP^®

Sr. Wealth Advisor

Boulder, Denver, Omaha, Peabody, Burlington, Nashua

Marcus Cooper

Wealth Advisor

Mariana Battista, CFP®

Sr. Wealth Advisor

Ready to get started?

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