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.

Brad Mundy

Richard Brad Mundy, CFP®, CPA

Sr. Wealth Advisor

Richard Goldstein Image

Richard Goldstein, CPA, CIMA®, MS

Sr. Wealth Advisor, Director

Richard W. Stout

Richard W. Stout III, CFP®, AIF®, MPAS™, MBA

Sr. Wealth Advisor

Old Lyme, West Hartford, Westport, Woodbridge, Burlington, Nashua, Peabody

Rick Henderson

Rick Henderson, CFP®, AIF®

Sr. Wealth Advisor

R Saunders

Roain Saunders, CFP®

Wealth Advisor

Burlington, Woodbridge, Old Lyme, West Hartford, Westport, Nashua, Peabody

Rob Cox, CFP®, CIMA®

Sr. Wealth Advisor

Dallas – Park Cities

Robert (Bobby) Bird, CFP®, APMA

Sr. Wealth Advisor

Robert A. Medvey, CFP®, CPWA®, ChFC®, CLU®

Sr. Wealth Advisor

Burlington, Old Lyme, West Hartford, Westport, Woodbridge, Nashua, Peabody

Robert Munger, CPA, CFP®

Sr. Wealth Advisor, Director

Robert Reed, Jr., CFP^®

Sr. Wealth Advisor

Ron Kibbe

Ron Kibbe, CFP®, CLU®, ChFC®

Sr. Wealth Advisor

Ross Miller, CFP®, CPA

Wealth Advisor

Fort Worth – Colleyville

Rudolph Brandes

Rudolph Brandes, JD, LLM, CFP^®

Sr. Wealth Advisor

Ryan Bly

Ryan Bly, CPFA® CEPA

Wealth Advisor, Retirement Plans

Omaha, Ames, West Des Moines, Chicago, Schaumburg, Bloomington, Minneapolis, Green Bay, Madison, Onalaska, Branson, Chesterfield, Leawood, Springfield

Ryan Frankel, CFP®

Sr. Wealth Advisor

Sarasota, Boca Raton, Tampa, Naples

Ryan M. Flurer

Wealth Advisor

Cherry Hill, Radnor

Sam Hume - Wealth Advisor

Sam Hume

Wealth Advisor

Samuel Hussein - Wealth Advisor

Samuel Hussein

Wealth Advisor

Sandee Mapp

RVP, Wealth Advisor

Sandra Laskowski

Sandra Laskowski, CFP®

Wealth Advisor

Boulder, Denver, Denver – Tech Center

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