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.

Northeast
Midwest
Southeast
Southwest
West

Cameron Holt

Financial Planner
Camryn Norman

Camryn Norman

Financial Planner
Catherine Franklin headshot

Catherine Franklin

Financial Planner
Chanelle Van Pelt

Chanelle Van Pelt

Sr. Financial Planner
Christina Slavonik

Christina Slavonik, CFP®, CSLP

Sr. Financial Planner
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Christopher Johnson

Vice President, FP&A
Colin Watkins - Director, Financial Planning

Colin Watkins, CFP®

Director, Financial Planning
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Craig Kinnunen

Sr Financial Planner
Evan Salter headshot

Evan Salter

Financial Planner
Federico Avendano - Financial Planner

Federico Avendano

Financial Planner
Grant Wilson

Grant Wilson

Manager, Sr. Financial Planner
Haana Frannk

Haana Frank, CFP®

Manager, Sr. Financial Planner

Henry Cox

Financial Planner

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