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.

Angela Piccioni

Client Service Specialist

Angela Tucker

Angela Tucker, MS, CFP®

Sr. Manager, Client Service

Angelo Altoveros

Angelo Altoveros

Client Service Specialist

Anika Turc

Client Service Specialist

Dallas – Park Cities

Anne Kerrigan

Client Service Specialist

Arevik Manukyan - Manager, Client Service

Arevik Manukyan

Manager, Client Service

LA-Century City

Ashley Callan

Client Service Specialist

Ashley-Vaughn

Ashley Vaughn

Client Service Specialist

Austin Jamati, CFP®, CPA

Sr. Client Service Specialist

Barbara Barreca

Client Service Specialist

Becky Leslie

Becky Leslie

Client Service Specialist

Livonia, Traverse City

BENJAMIN SJODIN Sr Client Service Specialist

Benjamin Sjodin

Relationship Manager

Blanca Ceja

Sr. Client Service Specialist

Brad Cwienk

Client Service Specialist

Brad White

Brad White, CFP®

Director, National Client Development

Brendan Corbett

Brendan Corbett

Client Service Specialist

Brian Pahl

Client Service Specialist Broker – Dealer

Brittani Woodruff

Client Service Specialist

Portland – South

Brittany Benvenuto

Brittany Benvenuto

Sr. Manager, Client Service

Brittany Doyle

Director, Client Service

Kahului, Santa Barbara, Woodland Hills

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