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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Mia Boteler

Client Service Specialist

Spokane

Michael O’Brien

Sr. Client Service Specialist

McLean

Michelle Soucie, FPQP®

Sr. Client Service Specialist

Ann Arbor

Michon McCabe

Client Service Specialist

Portland – South

Midori Anderson

Client Service Specialist

Bartlesville, Dallas – Park Cities

Minh Tu Vo

Client Service Specialist

Atlanta

Monica Delsanto

Manager, Client Service

Woodbridge, Old Lyme, West Hartford, Westport, Burlington, Nashua, Peabody

Morgan Barnwell

Client Service Specialist

Atlanta

Mychelle Malveaux

Client Service Specialist

Austin, Covington, Houston

Nadege Maximin-Fiester

Manager, Client Service

Boulder

Naeshia Mota

Manager, National Client Service Specialist

Walnut Creek

Nancy R. Hudak

Director, Client Service

Albuquerque, Indian Wells, Newport Beach, Scottsdale

Nathan Schams

Client Service Specialist

Onalaska

Nathan Touchberry

Client Service Specialist

Atlanta

Nicholas Kneibert

Client Service Specialist

Denver

Nick Perez

Client Service Specialist

Boulder

Nicole Hankins

Sr. Client Service Specialist

Fort Collins

Nicole M. Duman

Client Service Specialist

Denver – Greenwood Village

Nicole Rockett

Sr. Client Service Specialist

Fort Collins

Niki Barnes

Operations Manager

Ann Arbor

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