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.

Christopher Varney

Christopher Varney, JD

Estate Planning Strategist

Claire Allen

Estate Planning Operations Specialist

Dan Porter

Sr. Estate Planning Strategist

Dani Prorok - Estate Planning Service Specialist

Dani Prorok

Estate Planning Service Specialist

Danielle Read

Manager, Estate Planning Service

Emma Osborne

Emma Osborne

Sr. Estate Planning Strategist

Evan Fingert

Associate Estate Planning Strategist

Gabriella Pizzoferrato - Estate Planning Strategist

Gabriella Pizzoferrato, JD

Estate Planning Strategist

Hannah Padaoan Spittle

Sr. Estate Planning Specialist

James Johnstone - Sr. Estate Planning Strategist

James Johnstone

Sr. Estate Planning Strategist

Jasna Veledar

Sr. Manager, Estate Planning Strategist

Jenna Elliott Photo

Jenna Elliott, JD, LL.M.

VP, Estate Planning

Kaya Law

Manager, Estate Planning Service

Kelly Rosa

Estate Planning Service Specialist

Marcela Carreon

Estate Planning Service Specialist

Melinda Schlinsog

Melinda Schlinsog

Estate Planning Strategist

Rebecca Rushton

Estate Planning Strategist

Sarah Stilley

Estate Planning Strategist

Taylor Merriman

Estate Planning Service Specialist

Tess Inhelder

Estate Planning Service Specialist

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