Our Team

72 results

Woman with shoulder-length blonde hair, wearing a green cardigan and black top, smiling at the camera against a white background.

Shannon Batallas

Senior Client Service Associate

A woman with shoulder-length blonde hair, wearing a black blazer over a red top and a long silver necklace, poses against a plain white background.

Laurie Boden

Senior Client Service Associate

A smiling woman with long dark hair wearing a maroon top and a black blazer.

Rohini Chandrabhatla

Woman with long, light brown hair wearing glasses, a black blazer, and a maroon blouse with a bow, posing against a white background.

Abby Charm

Operations Associate

Woman with long, wavy blonde hair wearing a black top, posing in front of a plain white background.

Tiffany Coleman

Tax Administrator

A woman with long blond hair and a bright pink blouse smiles at the camera against a white background.

Sue Corle

Business Development Representative

Man in a navy suit jacket and light blue shirt smiling at the camera against a white background.

Daniel Corno

Bald man with a gray beard wearing a dark suit jacket and white shirt, smiling, against a plain white background.

William Courson

Senior Managing Director and Senior Investment Consultant

Man with short brown hair wearing a dark suit jacket and white dress shirt, smiling slightly, posed in front of a plain white background.

Jack Delaney

Chief Compliance Officer and In-house Counsel

Smiling man with a beard wearing a dark suit jacket and a light-colored shirt, posed against a white background.

Jason Doyle

Associate Consultant and Co-Director of Research

A man in a blue suit, light blue shirt, and plaid tie stands against a white background, facing forward and smiling slightly.

Bill Dwenger

Senior Financial Planner

Bald man with glasses wearing a dark suit, light blue shirt, and light green tie, smiling at the camera against a plain white background.

David Engler

Senior Wealth Advisor