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.

Eric Anderson

Eric Anderson, CFP^®

Sr. Wealth Advisor

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

Eric Blase Image

Eric Blase

Wealth Advisor

Indian Wells, San Diego – Sorrento Valley

Eric Frampton, MBA, CFP®

Wealth Advisor

Erik Mikkelson, CFP®

Sr. Wealth Advisor

Erik Thurnher

Erik W. Thurnher, MD

Sr. Wealth Advisor

Ernest Neeley, MBA, CFP®

Wealth Advisor

Austin, Houston

Ethan Wallace, CPWA® CFP®

Sr. Wealth Advisor

Springfield, Leawood

Evan Bachman

Evan Bachman, CFP®, AWMA

Wealth Advisor

Evan Kennedy, CFP®

Wealth Advisor

Fanny Guo

Fanny Guo, CFP^®

Sr. Wealth Advisor

Fran Goldman - Sr. Wealth Advisor

Fran Goldman, CFP®, MBA

Sr. Wealth Advisor

Frances Hymiller, CFP®

Wealth Advisor

Frank-Piccolo

Frank Piccolo, CFP®, EA

Wealth Advisor

Bellevue, Spokane

Gabrielle Mollick

Gabrielle Mollick, CFP®, CSRIC™

Wealth Advisor

Denver, Denver – Greenwood Village

Garrett Parker

Garrett Parker, CFP®

Wealth Advisor

Gary Gunsalus

Wealth Advisor

G Williams

Gary Williams, CFP®

Sr. Wealth Advisor

Geoffrey Franklin

Geoffrey Franklin, CFP®

Sr. Wealth Advisor

George Herr, CFP®, RICP®

Wealth Advisor

Livonia, Traverse City

Grace Bossert, CFP®

Wealth Advisor

Chicago, Green Bay, Madison, Schaumburg

Ready to get started?

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