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.

Marissa Nece

Wealth Advisor

Mark Cunningham, CFP®, CDFA®

Sr. Wealth Advisor

Mark De Gregorio

Mark De Gregorio

Wealth Advisor

Ericson photo

Mark Ericson

Sr. Wealth Advisor

Mark Eshman

Mark Eshman

Director of Endowments and Foundations Group, Sr. Wealth Advisor

Mark Falamoun

Mark Falamoun, CFP®, EA

Wealth Advisor

Martin-Aspin

Martin Aspin

Wealth Advisor, Wealth Path

Matt Busick

Matt Busick, CFP®, CRPC®

Sr. Wealth Advisor

West Des Moines

Matt Heller, MBA, CFP®

Sr. Wealth Advisor

Matt-Krensky

Matt Krensky

Senior Wealth Manager, Director

Menlo Park, San Francisco

Matt Siegel, CFP®, RICP®

Sr. Wealth Advisor

Matthews Barnett, CFP®, ChFC®

Wealth Advisor

Blairsville, Macon

Max Rhodes, JD

Sr. Wealth Advisor

Melanie Fitzgerald, CFP®

Wealth Advisor

Mendim Gecaj

Mendim Gecaj, CFP®, CPWA®

Sr. Wealth Advisor

Micah Cummins, AMS®, CFP®

RVP, Wealth Advisor

Michael G. Simmons Image

Michael G. Simmons, CFP®

Sr. Wealth Advisor

Denver – Greenwood Village

Michael Mikonis

Michael Mikonis, CFP®, RICP, IAR

Wealth Advisor

Jacksonville, Naples, Sarasota, Tampa

Michael Raidt, CFP®

Wealth Advisor

Cincinnati, Columbus

Michael Snider, CFP®, ChFC®

Wealth Advisor, Director

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