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.

Monica Hernandez

Financial Planner

Austin, Houston

Naishee Shah, CFA, CFP®, MPAS, APMA

Financial Planner

Nathan Cha - Financial Planner

Nathan Cha, CFP®

Financial Planner

Nick LoCicero

Financial Planner

Noah Hughes - Financial Planner

Noah Hughes

Financial Planner

Parker Landolf

Financial Planner

Patrick Moody

Patrick Moody

Financial Planner

Rachel Roach

Financial Planner

Rebecca Wolman

Rebecca Wolman

Financial Planner

Dallas – Park Cities

Scott Brooks

Scott Brooks

Financial Planner

Sloan Petereit, CFP®, CDFA®, NSSA®

Sr. Financial Planner

Susy Todd

Sr. Financial Planner

Tammy Cooper

Tammy Cooper, CPA, CFP^®

Sr. Financial Planner

Morristown, New York

Tyler Bauer - Sr. Financial Planner

Tyler Bauer, CFP®

Sr. Financial Planner

William Thompson - Manager, Sr. Financial Planner

William Thompson

Manager, Sr. Financial Planner

Zach Butler

Zach Butler

Financial Planner

Denver – Greenwood Village

Zachery Wingate - Financial Planner

Zachery Wingate

Financial Planner

Zubin Shah, CFP®, MPAS, APMA

Financial Planner

Adam Osiason

Adam Osiason

Tax Manager

Alexis Ragus-Wines

Alexis Ragus-Wines

Sr. Tax Manager

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