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

Liliana Huerta

Portfolio Operations Specialist

Michael Uyemura

Senior Portfolio Manager
Michael Hewel

Mike Hewel, CETF

Director, Trading

Paul Seigle

Portfolio Manager

Remi Hock, CFA

Sr. Portfolio Consultant

Sam Warner, CFA®

Portfolio Consultant II

Stephen Prinster

Sr. Director, Investment Operations
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Taylor Mague

Portfolio Operations Specialist
Tessa Bonifacio

Tessa Bonifacio

Portfolio Manager
Theresa Bedard

Theresa Bedard

Manager, Portfolio Consultant

Tim Cengia

Sr. Portfolio Operations Specialist
Will Rockett Image

Will Rockett, CFA®

Sr. Director of Investment Strategy
Abigail Feldman

Abigail Feldman

Estate Planning Service Specialist

Alex Gianelli

Estate Planning Service Specialist
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Ashley Brassell- Dunkle

Estate Planning Specialist

Ashley Felton

Sr. Estate Planning Strategist
Benjamin Faulkner - Sr. Estate Planning Strategist

Benjamin Faulkner, JD

Sr. Estate Planning Strategist

Bobby DeMarco

Estate Planning Strategist

Brianna Becker

Estate Planning Strategist

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