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
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Jann Leonard

Manager, Client Service

Jasmine Honda

Client Service Specialist
Jefferson Bell headshot

Jefferson Bell, FPQP®

Client Service Specialist
Jen Montero headshot

Jen Montero, FPQP™

Sr. Client Service Specialist

Jenna Martinez

Client Service Specialist

Jennifer Pulver

Client Service Specialist
J Mignone

Jesse Mignone

Manager, Client Service

Jessica Livingston

Client Service Specialist
Jessica Rowe

Jessica Rowe

Client Service Specialist
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Jessica Villarin

Client Service Specialist
Jill Abell - Sr. Client Service Specialist

Jill Abell

Sr. Client Service Specialist
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Jill Varnum

Manager, Client Service
JoAnn Ferradino

JoAnn Ferradino

Sr. Client Service Specialist
Jody Wyatt

Jody Wyatt

Sr. Client Service Specialist
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Joe Scotti

Client Service Specialist
Jory Tracy headshot

Jory Tracy

Client Service Specialist
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Joseph Ramos

Client Service Specialist
Josie Solorio - Client Service Specialist

Josie Gonzalez Solorio

Manager, Client Service
Joy Kaczmarek

Joy Kaczmarek

Manager, Client Service
Julie Logan, Client Service Specialist

Julie Logan

Client Service Specialist

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