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.

Susan Lehnerd, CFP®

Wealth Advisor

Susan Portnoi

Susan Portnoi, CPA/PFS

Sr. Wealth Advisor

Morristown, New York

Sydney Hacker Image

Sydney Hacker

Wealth Advisor

Dallas – Park Cities, Houston, Rockwall

Tammy Wakevainen

Tammy Wakevainen, CPA, CFP®

Wealth Advisor

Tarek McAlee, CFP®

Sr. Wealth Advisor

Thomas J Britt

Thomas J. Britt, CFP®, MPAS℠, CIMA®, MBA

Sr. Wealth Advisor

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

Tom Keeney

Thomas Keeney, MBA

Wealth Advisor

Tim Moore, CFP®

Wealth Advisor

Timothy Joseph, CFP®, CPA

Sr. Wealth Advisor

Cherry Hill, Radnor

Todd Sanford

Partner Development Advisor

Tom Herzing

Tom Herzing, CFP®

Sr. Wealth Advisor

Trace-Winn

Trace Winn, CFP®

Wealth Advisor

Tracy Turko

Tracey Turko, CFP^®, MPAS^®, AEP

Sr. Wealth Advisor, Sr. Director

Livonia, Onalaska, Traverse City

Tracy Jackson

Tracy O. Jackson, MS, CFP^®

Sr. Wealth Advisor, Director

Troy Buder

Wealth Advisor

Naples, Atlanta

Tyler Grubbs, AIF

Sr. Wealth Advisor

Tyler Smith

Tyler Smith, CFP^®, AIF^®

Sr. Wealth Advisor

Victoria-Ferguson

Victoria Ferguson

Wealth Advisor

Vince Hawkins

Sr. Wealth Advisor

Fort Worth – Colleyville

W. Cam Goodwin, CFP®, CEPA®

Sr. Wealth Advisor, Director

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