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
Sherise Johnson - Sr. Retirement Plan Specialist

Sherise Johnson

Sr. Retirement Plan Specialist
Ifia Stainrod headshot

Ifia Stainrod

Retirement Plan Manager

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