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.

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Jann Leonard

Manager, Client Service

Walnut Creek

Jasmine Honda

Client Service Specialist

Newport Beach

Jefferson Bell, FPQP®

Client Service Specialist

Atlanta

Jen Montero, FPQP™

Sr. Client Service Specialist

Allentown

Jenna Martinez

Client Service Specialist

Newport Beach

Jennifer Pulver

Client Service Specialist

Fairport

Jesse Mignone

Manager, Client Service

Manhasset, New York

Jessica Livingston

Client Service Specialist

Springfield

Jessica Rowe

Client Service Specialist

Austin

Jessica Villarin

Client Service Specialist

San Diego

Jill Abell

Sr. Client Service Specialist

Bend

Jill Varnum

Manager, Client Service

Atlanta

JoAnn Ferradino

Sr. Client Service Specialist

Albuquerque, Scottsdale

Jody Wyatt

Sr. Client Service Specialist

Richmond

Joe Scotti

Client Service Specialist

New York

Jory Tracy

Client Service Specialist

Ann Arbor

Joseph Ramos

Client Service Specialist

Morristown

Josie Gonzalez Solorio

Manager, Client Service

Walnut Creek

Joy Kaczmarek

Manager, Client Service

Schaumburg

Julie Logan

Client Service Specialist

Fort Collins

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