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.

Sally Toomey

Client Service Specialist

Samantha Hoover - Client Service Specialist

Samantha Hoover

Client Service Specialist

Dallas – Park Cities

Samuel Bennett

Account Operations Manager

Sana Alsalman

Sr. Client Service Specialist

Sarai Covell

Director, Client Service – Wealth Path & NCSS

Sasha Fridlyand

Sasha Fridlyand

Client Service Specialist

Sasha Onoh

Client Service Specialist

Scott Berkson, AIF®

Operations Manager

Scott Hancock

Sr. Client Service Specialist

Albuquerque, Boulder

Shannon Clough

Client Service Specialist

Denver – Greenwood Village

Shanon Lee

Client Service Specialist

Sharon Littell

Sharon Littell

Sr. Client Service Specialist

Sonia Rodriguez

Sr. Client Service Specialist

Austin, Houston

Stacie Hostetler

Sr. Client Service Specialist

Stacy Strawn

Stacy Strawn

Client Service Specialist

Susan Feiste

National Sr. Client Service Specialist

Suzanne Randolph

Manager, Client Service

Cincinnati, Columbus

S Kirkes

Sydney Kirkes

Manager, Client Service

Sydney Shearer - Manager, Client Services

Sydney Shearer

Manager, Client Services

Tabitha Seldomridge

Tabitha Seldomridge

Sr. Client Service Specialist

Ready to get started?

Explore More

person sitting with an insurance advisor looking at paperwork

Personal Finance

What Is Umbrella Insurance and Do I Need It? Answers To FAQs

July 3, 2025

Personal Finance

The House Tax Bill: No Tax on Tips or Overtime

July 1, 2025

Taxes

How Much Can You Give in 2025 Without Paying Gift Tax?

June 30, 2025

Continue Browsing