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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Kris Prince

Manager, Client Service

Fairport

Krista Rich

Account Operations Specialist

Krista-Arlene Palakiko

Sr. Client Service Specialist

Kahului

Kristina Gillis-Phelps

Client Service Specialist

Richmond

Laura Madariaga

Lead Client Service Specialist

Newport Beach

Laurel Portman

Client Service Specialist

Walnut Creek

Lauren Schellhammer

Client Service Specialist

Radnor

Laurie Macielinski

Client Service Specialist

Portland – South

Leigh Edwards

Client Service Specialist

Cincinnati

Lenda Sandoval

Manager, Client Service

Houston

Lillian Patrikios

Sr. Client Service Specialist

Atlanta, Naples, Tampa, Sarasota

Lily Jackson

Client Service Specialist

Portland

Lindsey Starostka

Client Service Specialist

West Des Moines

Lindsey Wetzel, CFP®

Client Service Specialist

Green Bay

Lisa Butler, FPQP®

Manager, Client Service

Franklin

Lisa Dellinger

Manager, Client Service

Roanoke

Lisa J. Miller, FPQP^™

Manager of Operations

Columbus

Lisa Sowls

Manager, Client Service

Madison

Luana Puglisi

Manager, Client Service

Atlanta

Lucas Hallal

Client Service Specialist

Schaumburg

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