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.

Luke Jackson, CFP®

Client Service Specialist

Madeline Bradley

Sr. Client Service Specialist

Madelyn Fritz

Madelyn Fritz

Client Service Specialist

Maria Baylon

Manager, Client Service

Indian Wells, San Diego – Sorrento Valley

Marie Levinsky

Marie Levinsky

Sr. Client Service Specialist

Marlie Montgomery

Client Service Specialist

Cincinnati, Columbus

Martha Kilfoy

Martha Kilfoy

Client Service Specialist

Mary-Furlong

Mary Ellen Furlong

Client Service Specialist

Lexington, Louisville

Mary Hamshou

Mary Hamshou

Sr. Manager, Client Service

Bellevue, Portland, Portland – South

Mary Mortensen - Client Service Specialist

Mary Mortensen

Client Service Specialist

Mathew Carrigy

Client Service Specialist

Mattijs Ossorio

Client Service Manager, Wealth Path Group

Meagan Blazier

Meagan Blazier

Client Service Specialist

Meghan Frank

Meghan Frank

Client Service Specialist

Onalaska, Schaumburg

Melissa Cleghorn

Client Service Specialist

Fort Worth – Colleyville

Melissa Hedges

Sr. Account Operations Specialist

Melissa Vance

Sr. Client Service Specialist

Melody Manzanedo

Manager, Client Service

Merideth Gillis

Merideth Gillis

Client Service Specialist

Livonia, Onalaska, Traverse City

Merritt McMahon

Merritt McMahon

Client Service Specialist

Ready to get started?

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